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MacroMicro 財經M平方

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大師列車特輯 ft.JC 財經觀點｜通膨怪獸與巨頭營收

大師列車特輯 ft.JC 財經觀點｜通膨怪獸與巨頭營收

2022-05-01
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2022 全球總經影響力論壇啟航！「大師列車系列」Podcast 邀請論壇講者之一的 JC財經觀點版主 Jenny 來跟大家聊美股財報季！近期多家美股科技巨頭開出財報、行情波動震盪、馬斯克收購 Twitter、各國陸續解封…… 我們用總經環境來看各大類股財報，巨頭們究竟會不會被通膨壓抑過去與未來表現？13F 大型投資機構也陸續公佈持倉報告，研究員 Jason 來分享木頭姐（Cathie Wood）旗下的方舟投資（ARK）與巴菲特執掌的波克夏持股有什麼有趣發現！ #精華重點搶先看 📌 高通膨下的科技巨頭財報 📌 航空類股與油市後續觀察 📌 電動車、金融類股怎麼看 📌 13F 表現：ARK、波克夏 📌 Jenny 的投資配置看法 **34:00 勘誤：應是越「賣」越漲，砍在最低點 ------- 🚩 【2022 全球總經影響力論壇】 #免費獲得MMNFT #早鳥優惠中 立即購票：https://pse.is/45c2gp 💹 5 月投資月報 https://pse.is/3qgm5u ✍️ MM 部落格｜金融股投資系列 https://pse.is/46648s 👉 訂閱「美股投資學－財女Jenny」Podcast https://pse.is/46eguh 🎧 錄音時間：4/29 1430 💻 特別來賓：JC 財經觀點 Jenny 💻 研究員：Jason -- Hosting provided by SoundOn
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