Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing
Podcast Image

兆華與股惑仔

EP135|庫存和獲利下修問題就沒解決呀!聯發科跳水大貼息。歐債大跌更可怕,昔日外資半導體天王最新預言…這個日子契機才會出現 ft.騰旭投資.艦長 程正樺

23 Jun 2022

Description

0000-0536 沒出國留學,一樣當到外資重磅分析師!昔日聯發科王子來看聯發科大貼息問題… 0536-1241 通膨不只影響半導體庫存,Q3毛利率下降成定局,手機需求不振好幾年,零組件廠商陷窘境 1241-2121 原本不覺得有金融危機,但歐債出現嚴重問題…俄烏戰爭把歐洲通膨弄爆,日本若被迫升息更是大災難 2121-2550 台灣股市開始反映下半年企業景氣衰退狀況?不是真正價值投資人,不要為了股息硬抱 2550-END 2008年郭董講景氣還會爛3倍,底部就接近了!該爆的都爆股市卻不跌,就是契機出現時 -------- 節目內容純屬主持人與來賓個人經驗分享,非個股推薦。投資人須自行謹慎判斷,評估擔負風險。 -- Hosting provided by SoundOn

Audio
Featured in this Episode

No persons identified in this episode.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes
🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Comments

There are no comments yet.

Please log in to write the first comment.