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大師列車特輯 ft.定錨產業筆記｜財報季來了 從循環看到產業趨勢

EPISODE · Apr 24, 2022 · 55 MIN

大師列車特輯 ft.定錨產業筆記｜財報季來了 從循環看到產業趨勢

from MacroMicro 財經M平方 · host MacroMicro

M平方 Podcast 啟動「大師列車系列」，邀請各領域的專家上車，希望帶給聽眾更多總經、產業趨勢，投資相關的切角，甚至激盪一些議題討論的思考火花。這部列車從本集 4/24 起一路開到 6/19，每一集不只能聽到 M平方研究員的觀點，多的是更多專家的分析！也歡迎聽眾邀請朋友上車～本集發動列車引擎的是，去年第一次登上 M平方 Podcast 就引起熱烈迴響的--「定錨產業筆記」站長 Paulson！ 適逢財報季，加上近期中國疫情再次升溫，國際間運價、產業端的庫存狀況，該樂觀還是謹慎看待呢？高通膨跟貨幣政策緊縮是目前歐美各大央行的共識，我們來進一步討論各個板塊的表現吧！趕快收聽 Vivianna 和 Paulson 的精彩分享，站長這次也大方分享訪談筆記！ #精華重點搶先看 📌 製造業循環與供應鏈挑戰 📌 台積電、半導體產業觀察 📌 美國、台灣金融類股投資 📌 定錨站長投資佈局策略 ✨ 免費體驗 14 天 MM PRO ✨暢讀上萬字的投資月報、分析報告、圖表、畫圖，還有活動專屬優惠！ 立即試用：https://bit.ly/3rJGSdt 👉 下載本集訪談筆記 https://bit.ly/36DHE4a 👉 定錨產業筆記官網 http://investanchors.com 👉 定錨產業筆記 TG 頻道 https://t.me/investanchors 【聯繫我們】贊助推廣合作歡迎來信 [email protected] 🎧 錄音時間：4/22 1430 💻 特別來賓：定錨產業筆記站長 Paulson 💻 研究員：Vivianna -- Hosting provided by SoundOn

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大師列車特輯 ft.定錨產業筆記｜財報季來了 從循環看到產業趨勢

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