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【財鯨動向】上半年有跑贏大盤?跑贏背後的真正關鍵是什麼?這樣抓資金配置+現金水位,下半年才不白忙!【2025.07.03】 episode artwork

EPISODE · Jul 12, 2025 · 1H 3M

【財鯨動向】上半年有跑贏大盤?跑贏背後的真正關鍵是什麼?這樣抓資金配置+現金水位,下半年才不白忙!【2025.07.03】

from 財鯨動向 - 你的財鯨好夥伴 · host GoodWhale

這集超精彩!我們聊聊今年上半年大家的投資績效,從 S&P500 到納指,再到主持群自己的實戰成績全面公開! Maggy 分享超專業的「選股機率模型」,告訴你為什麼就算你眼光再準,也可能只賺一半;更深入解析「波動率」對投資長期獲利的重要性,幫助你找到最適合自己的投資節奏。 Adgar 說到減倉比砍單還痛苦,到底該怎麼做才不會每天提心吊膽?還有 Apple 換 Google、蘋果被關稅打臉、特斯拉持倉糾結。 我們也會聊到越南的投資環境、關稅協議對台灣未來的影響,並分享如何挑選「困境股池」中能翻身的黑馬。 最後,還有大家最期待的會員限定討論:蘋果該不該砍?後半年投資組合怎麼配置?以及最新的小考試遊戲,讓你邊聽邊挖礦、答對還能拿獎金! 現在也能訂閱YT會員,跟著我們鎖定最新趨勢:https://marketing.goodwhale.com/BnwoE 掌握最即時的市場解析,訂閱【財鯨動向】:https://marketing.goodwhale.com/wppodcast (IOS 暫不支援金流付費,可以使用網頁或是先註冊GoodWhale Community) 如果想解鎖更多厲害的來賓,歡迎抖內 👉 https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4 【主持人們的IG】 GoodWhale : https://www.instagram.com/real.goodwhale_tw/ JohnJohn : https://www.instagram.com/j.perfectionist.j/ Maggy : https://www.instagram.com/maggy_hwang.0324/ Adgar : https://www.instagram.com/adgarsay/ Bryan : https://www.instagram.com/stock_storyteller88/ -- Hosting provided by SoundOn

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【財鯨動向】上半年有跑贏大盤?跑贏背後的真正關鍵是什麼?這樣抓資金配置+現金水位,下半年才不白忙!【2025.07.03】

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