After Meeting EP. 96| 央行轉向,巨頭樂觀 episode artwork

EPISODE · Aug 6, 2023 · 40 MIN

After Meeting EP. 96| 央行轉向,巨頭樂觀

from MacroMicro 財經M平方 · host MacroMicro

本週美國信評遭惠譽降評,從事件本身及美國基本面該如何解讀?除了美國之外,近期歐洲、日本也是市場上關注的焦點。此外,截至目前為止近七成的科技巨頭的 Q2 財報已開出,全球經濟真如企業預期,開始擁抱 AI、走向樂觀了嗎? 本集我們邀請研究員 Dylan & Jat 來跟大家解讀月報中的重點經濟體及巨頭財報的覆盤與展望。 #精華重點搶先看 📌美國信評遭降,從基本面如何解讀?流動性風險將再起了嗎? 📌 8月報重點速解讀:美國、歐洲、日本與全球製造業 📌 從科技巨頭財報看產業:AI 數位廣告應用與消費性電子 📌 全球半導體循環與展望,科技趨勢股將改變了嗎? ✍️一週一圖表 | 台灣-電子業庫存天數 https://pse.is/53wgwm ✍️部落格 | 8 月經濟預測全面上調,再全球化、生產力推升行情! https://pse.is/56heml ✍️部落格 | 三大關鍵促使日本調整政策!日圓升值趨勢來臨? https://pse.is/567de9 ✍️影音 | 全新升級研究工具箱 ft.AL https://pse.is/56aur7 🎧 錄音時間:08/04 16:30 🎙 研究員:Dylan & Jat -- Hosting provided by SoundOn

本週美國信評遭惠譽降評,從事件本身及美國基本面該如何解讀?除了美國之外,近期歐洲、日本也是市場上關注的焦點。此外,截至目前為止近七成的科技巨頭的 Q2 財報已開出,全球經濟真如企業預期,開始擁抱 AI、走向樂觀了嗎? 本集我們邀請研究員 Dylan & Jat 來跟大家解讀月報中的重點經濟體及巨頭財報的覆盤與展望。 #精華重點搶先看 📌美國信評遭降,從基本面如何解讀?流動性風險將再起了嗎? 📌 8月報重點速解讀:美國、歐洲、日本與全球製造業 📌 從科技巨頭財報看產業:AI 數位廣告應用與消費性電子 📌 全球半導體循環與展望,科技趨勢股將改變了嗎? ✍️一週一圖表 | 台灣-電子業庫存天數 https://pse.is/53wgwm ✍️部落格 | 8 月經濟預測全面上調,再全球化、生產力推升行情! https://pse.is/56heml ✍️部落格 | 三大關鍵促使日本調整政策!日圓升值趨勢來臨? https://pse.is/567de9 ✍️影音 | 全新升級研究工具箱 ft.AL https://pse.is/56aur7 🎧 錄音時間:08/04 16:30 🎙 研究員:Dylan & Jat -- Hosting provided by SoundOn

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After Meeting EP. 96| 央行轉向,巨頭樂觀

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This episode is 40 minutes long.

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This episode was published on August 6, 2023.

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本週美國信評遭惠譽降評,從事件本身及美國基本面該如何解讀?除了美國之外,近期歐洲、日本也是市場上關注的焦點。此外,截至目前為止近七成的科技巨頭的 Q2 財報已開出,全球經濟真如企業預期,開始擁抱 AI、走向樂觀了嗎? 本集我們邀請研究員 Dylan & Jat 來跟大家解讀月報中的重點經濟體及巨頭財報的覆盤與展望。 #精華重點搶先看 📌美國信評遭降,從基本面如何解讀?流動性風險將再起了嗎? 📌 8月報重點速解讀:美國、歐洲、日本與全球製造業 📌 從科技巨頭財報看產業:AI...

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