After Meeting EP.83｜不聊別的就聊：台灣

本週台灣出口表現疲弱，製造業 PMI 再創歷史新低值，觀察台灣的景氣循環圖也快速落到衰退區間。我們如何解讀台灣 2023 的經濟「先蹲後跳」，什麼時點將出現趨勢反轉呢？同時，我們也用一個新聞常見的總經指標--「景氣燈號」來對照台股的表現，找出長線進場策略！一起跟研究員 Jat 和 AL 來解讀台灣的經濟基本面吧！ 📌 解讀台灣出口、PMI 創新低 📌 半導體庫存狀況與晶片戰升級 📌 從景氣燈號看台股長線最佳買點 📌 一週一圖表：台灣-景氣對策信號vs.台股 2023 H1 線上分享會【MM 全球經濟展望】訂閱會員 6 折、老朋友還享特別優惠 👉https://pse.is/4seqke 【資產配置實戰課】66 折倒數 1 天，2/16 YouTube 直播 👉https://pse.is/4rjcqt ✍️ 量化報告｜景氣燈號 https://pse.is/4rzsh6 ✍️ MM 圖表｜台灣-景氣對策信號vs.台股 https://pse.is/4qce6l ✍️ MM 圖表｜台灣-台經院營業氣候測驗點 https://pse.is/4rxt4p 🤝【企業合作與推廣】歡迎來信：[email protected] 🎧 錄音時間：2/10 1700 💻 研究員：Jat、AL -- Hosting provided by SoundOn

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After Meeting EP.83｜不聊別的就聊：台灣

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