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財報狗 - 掌握台股美股時事議題 is hosted by 財報狗 - 台灣最大基本面投資平台. The show is categorised under business (investing) and has published 641 episodes.

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財報狗 - 掌握台股美股時事議題

Hosted by 財報狗 - 台灣最大基本面投資平台 · business · ZH-HANT · 641 episodes

Audience: 8

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About this Podcast:

收聽財報狗 Podcast 節目，利用通勤、睡前的閒暇時間，掌握台股、美股重要情報。財報狗是台灣最大的基本面投資平台，我們的目標是賦予每個人本身更好的投資能力，平等資訊，協助大家做出更好的決策，讓每個人有生活的選擇權！歡迎來到財報狗 ▶️ https://statementdog.com/ Podcast 業務合作信箱 ▶️ business@statementdog.com

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What is 財報狗 - 掌握台股美股時事議題?

財報狗 - 掌握台股美股時事議題 is a business podcast hosted by 財報狗 - 台灣最大基本面投資平台, with 641 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

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財報狗 - 台灣最大基本面投資平台 hosts 財報狗 - 掌握台股美股時事議題, a business show with 641 episodes published.

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Episode #562
562.【台股美股提款機】NAND Flash 產業：供不應求直至 2027 年中，唯報價上漲幅度趨緩
Sep 6, 20261h 4mS2
本集產業報告： https://statementdog.com/industry_reports/50 00:14 隨著長鑫存儲逐步產能釋放，DRAM 產業的供需現況與展望解析。 15:56 NAND Flash 產業格局，以及伺服器、消費性兩大終端市場現況解析。 30:38 解析當前 NAND Flash 業者逐步開始與客戶簽長約的背後思維，與過往長約內容的差異，以及對產業展望的影響。 49:47 解析伺服器、消費性兩大終端市場未來展望。 56:08 討論 DRAM、NAND Flash 產業後續兩年的供需格局。 1:03:29 介紹產業報告內的延伸內容有哪些？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單： https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com
Listen Show Notes
Episode #560
560.【達人聊產業】相信潘董！USB、SSD 到 Edge AI 方案商 ft. 群聯潘健成執行長
Sep 1, 20261h 8mS2
相信潘董，未來就懂！本集來賓是群聯潘健成執行長。本集重點不在記憶體有多缺，而是AI 推論世代下，儲存有多重要。而群聯不再只是記憶體專家，他們要當中小企業 AI Solution Provider! ▍公司相關介紹 02:54 潘董創立群聯的歷程介紹。 04:45 群聯早期小規模時，如何與鎧俠、SanDisk、美光建立合作關係。 09:36 群聯推出了目標中小企業客戶的 Local AI 解決方案背後邏輯。 20:43 Local AI 解決方案業務後續的佈局規劃。 26:02 群聯過往積極投入企業級 SSD 的考量為何。 ▍記憶體產業相關討論 31:24 如何看待記憶體產業價格快速飆升的狀況，以及記憶體產業未來展望。 34:57 如何看待 NAND Flash 後續幾年的供需狀況，以及對於 CMX 技術觀點。 ▍潘董經驗分享 40:37 潘董的用人哲學分享。 44:48 潘董的公司經營哲學：當公司經營方針與市場觀點分歧，該如何平衡？ 1:06:09 投資人可以透過哪些指標觀察記憶體產業與群聯的經營狀況？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單： https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com
Listen Show Notes
Episode #549
549.【台股美股提款機】玻璃基板產業展望與競爭格局
Aug 30, 20261h 10mS2
本集產業報告： https://statementdog.com/industry_reports/47 00:28 玻璃基板是什麼？有哪些優點？能夠取代哪些應用？ 17:16 發展玻璃基板遇到的挑戰有哪些？ 32:24 後續玻璃基板各項應用的商業化時程介紹。 38:43 玻璃載板的相關產業鏈有哪些？ 54:24 未來預期哪一個產業環節的競爭最為激烈？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單： https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com
Listen Show Notes
Episode #548
548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP
Aug 27, 202633 minS2
▍NVIDIA 法說重點 00:08 本次 NVIDIA 法說重點。 07:29 RSI 技術介紹，以及相關發展對未來 Agentic AI 的算力需求的成長預期。 10:50 討論 NVIDIA 在推論端的市佔，以及 ASIC/XPU 的滲透狀況。 ▍Hot Chips 2026 重點介紹 16:53 記憶體產業的前沿技術展示。 ▍FOPLP 技術討論 23:15 力成 FOPLP 火力展示，以及相關技術介紹。 31:15 Sky 的投資想法。＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單： https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com
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Episode #546
546.【達人聊產業】BMW 的全新世代：Neue Klasse 如何重寫下一個時代的駕馭樂趣 ft. BMW 產品負責人 Alexander 魏聖德
Aug 25, 20261h 12mS2
＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿本集由【BMW 總代理汎德】贊助播出￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ BMW 透過重塑時代的「Neue Klasse」新世代架構，展現真正的前瞻科技，始於「以人為本」的極致追求。 ➤ 開車不再分心：「Panoramic Vision全視域顯示系統」將關鍵行車資訊呈現在擋風玻璃下緣的視線水平線上；獨家專利塗層，即便強光直射依然清晰判讀，讓雙眼專注前方道路，實現更直覺安全的駕馭體驗 ➤ 告別暈眩頓挫：搭載「Heart of Joy」駕趣核心，以 10 倍速運算精準控制動力。日常減速單靠「動能回收」就能平順完成，徹底消除煞停時的頓挫感，過彎的穩定性也大幅提升，駕馭樂趣再升級 ➤ 充電更快速、續航力更持久：結合第六代 eDrive 智慧電能驅動科技與 800V 高壓架構，同步提升充電效率與能源使用效率，為旅程提供更高效的續航表現承載 BMW 對未來移動的全新想像，全新 BMW iX3 作為「Neue Klasse」架構下的首款量產作，完美融合純電駕馭、智慧科技與前衛設計，開創豪華純電移動的全新篇章。即刻了解全新 BMW iX3： https://mybmw.tw/iX3_0826 #BMW #iX3 #NeueKlasse #TheFirstofANewEra ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣本集邀請 BMW 產品負責人 Alexander 魏聖德，從台灣市場如何與德國原廠討論配備與產品策略開始，聊不同國家的消費者差異，以及 BMW 相隔 60 多年後重新啟用 Neue Klasse 的意義。全新 iX3 帶來 OS X、全視域顯示系統與 Heart of Joy，BMW 又要如何在電動時代重新定義駕馭樂趣？ ▍BMW 產品與台灣市場策略 02:26 Alexander 如何進入汽車產業？產品與定價策略平常在做什麼？ 11:26 為什麼 Level 2 輔助駕駛與 360 度環景，在台灣必須成為標配？ ▍2026 車市與電動化趨勢 16:18 三、五年前與現在的汽車市場，最大的改變是什麼？ 25:01 歐洲純電車市占超過 20%，台灣約 8%，為什麼有這種差距？ 31:46 BMW 為什麼不全面純電化，仍保留燃油、油電、純電與氫燃料多動力策略？ ▍Neue Klasse 如何重新定義 BMW 38:32 相隔 60 多年重新啟用 Neue Klasse，BMW 想解決什麼問題？ 46:27 Eyes on the road、Hands on the wheel：BMW 科技設計背後的核心原則。 52:10 Heart of Joy 是什麼？ 54:40 實際試駕全新 iX3，最值得體驗的功能與駕馭感受有哪些？ ▍從代理商角度看新世代 BMW 1:01:40 面對完全不同的內外觀設計，BMW 台灣團隊一開始怎麼看？ 1:03:40 一款新車如何決定是否引進台灣？從規劃到上市要準備多久？ 1:08:08 三到五年後，要用哪些訊號判斷 Neue Klasse 的轉型是否成功？ ▍節目定番問題 1:10:37 最推薦的一本書 1:11:52 基本面投資人研究汽車產業，可以追蹤哪些領先指標？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單： https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com
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Episode #546

546.【達人聊產業】BMW 的全新世代：Neue Klasse 如何重寫下一個時代的駕馭樂趣 ft. BMW 產品負責人 Alexander 魏聖德

Aug 25, 20261h 12mS2

＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿本集由【BMW 總代理汎德】贊助播出￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ BMW 透過重塑時代的「Neue Klasse」新世代架構，展現真正的前瞻科技，始於「以人為本」的極致追求。 ➤ 開車不再分心：「Panoramic Vision全視域顯示系統」將關鍵行車資訊呈現在擋風玻璃下緣的視線水平線上；獨家專利塗層，即便強光直射依然清晰判讀，讓雙眼專注前方道路，實現更直覺安全的駕馭體驗 ➤ 告別暈眩頓挫：搭載「Heart of Joy」駕趣核心，以 10 倍速運算精準控制動力。日常減速單靠「動能回收」就能平順完成，徹底消除煞停時的頓挫感，過彎的穩定性也大幅提升，駕馭樂趣再升級 ➤ 充電更快速、續航力更持久：結合第六代 eDrive 智慧電能驅動科技與 800V 高壓架構，同步提升充電效率與能源使用效率，為旅程提供更高效的續航表現承載 BMW 對未來移動的全新想像，全新 BMW iX3 作為「Neue Klasse」架構下的首款量產作，完美融合純電駕馭、智慧科技與前衛設計，開創豪華純電移動的全新篇章。即刻了解全新 BMW iX3： https://mybmw.tw/iX3_0826 #BMW #iX3 #NeueKlasse #TheFirstofANewEra ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣本集邀請 BMW 產品負責人 Alexander 魏聖德，從台灣市場如何與德國原廠討論配備與產品策略開始，聊不同國家的消費者差異，以及 BMW 相隔 60 多年後重新啟用 Neue Klasse 的意義。全新 iX3 帶來 OS X、全視域顯示系統與 Heart of Joy，BMW 又要如何在電動時代重新定義駕馭樂趣？ ▍BMW 產品與台灣市場策略 02:26 Alexander 如何進入汽車產業？產品與定價策略平常在做什麼？ 11:26 為什麼 Level 2 輔助駕駛與 360 度環景，在台灣必須成為標配？ ▍2026 車市與電動化趨勢 16:18 三、五年前與現在的汽車市場，最大的改變是什麼？ 25:01 歐洲純電車市占超過 20%，台灣約 8%，為什麼有這種差距？ 31:46 BMW 為什麼不全面純電化，仍保留燃油、油電、純電與氫燃料多動力策略？ ▍Neue Klasse 如何重新定義 BMW 38:32 相隔 60 多年重新啟用 Neue Klasse，BMW 想解決什麼問題？ 46:27 Eyes on the road、Hands on the wheel：BMW 科技設計背後的核心原則。 52:10 Heart of Joy 是什麼？ 54:40 實際試駕全新 iX3，最值得體驗的功能與駕馭感受有哪些？ ▍從代理商角度看新世代 BMW 1:01:40 面對完全不同的內外觀設計，BMW 台灣團隊一開始怎麼看？ 1:03:40 一款新車如何決定是否引進台灣？從規劃到上市要準備多久？ 1:08:08 三到五年後，要用哪些訊號判斷 Neue Klasse 的轉型是否成功？ ▍節目定番問題 1:10:37 最推薦的一本書 1:11:52 基本面投資人研究汽車產業，可以追蹤哪些領先指標？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單： https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：business@statementdog.com

Listen Show Notes

Every question we get asked before
someone starts their trial.

If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.

What is the difference between Founder Solo and Founder Pro?

How do agency tiers work?

What is a talent profile?

Can I switch plans later?

Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.

Do you offer a free trial?

Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.

What happens if I cancel?

You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.

Is the 20% annual discount automatic?

Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.

What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

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財報狗 - 掌握台股美股時事議題

About this Podcast:

Pitch Analysis

What is 財報狗 - 掌握台股美股時事議題?

About the host

Recent episodes

562.【台股美股提款機】NAND Flash 產業：供不應求直至 2027 年中，唯報價上漲幅度趨緩

560.【達人聊產業】相信潘董！USB、SSD 到 Edge AI 方案商 ft. 群聯潘健成執行長

549.【台股美股提款機】玻璃基板產業展望與競爭格局

548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP

546.【達人聊產業】BMW 的全新世代：Neue Klasse 如何重寫下一個時代的駕馭樂趣 ft. BMW 產品負責人 Alexander 魏聖德

Advertisers on this show

Best industries to pitch 財報狗 - 掌握台股美股時事議題 for

Podcasts like 財報狗 - 掌握台股美股時事議題

Every question we get asked before
someone starts their trial.

財報狗 - 掌握台股美股時事議題

About this Podcast:

Pitch Analysis

What is 財報狗 - 掌握台股美股時事議題?

About the host

Recent episodes

562.【台股美股提款機】NAND Flash 產業：供不應求直至 2027 年中，唯報價上漲幅度趨緩

560.【達人聊產業】相信潘董！USB、SSD 到 Edge AI 方案商 ft. 群聯潘健成執行長

549.【台股美股提款機】玻璃基板產業展望與競爭格局

548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP

546.【達人聊產業】BMW 的全新世代：Neue Klasse 如何重寫下一個時代的駕馭樂趣 ft. BMW 產品負責人 Alexander 魏聖德

Advertisers on this show

Best industries to pitch 財報狗 - 掌握台股美股時事議題 for

Podcasts like 財報狗 - 掌握台股美股時事議題

Every question we get asked before
someone starts their trial.

財報狗 - 掌握台股美股時事議題

About this Podcast:

Pitch Analysis

What is 財報狗 - 掌握台股美股時事議題?

About the host

Recent episodes

562.【台股美股提款機】NAND Flash 產業：供不應求直至 2027 年中，唯報價上漲幅度趨緩

560.【達人聊產業】相信潘董！USB、SSD 到 Edge AI 方案商 ft. 群聯潘健成執行長

549.【台股美股提款機】玻璃基板產業展望與競爭格局

548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP

546.【達人聊產業】BMW 的全新世代：Neue Klasse 如何重寫下一個時代的駕馭樂趣 ft. BMW 產品負責人 Alexander 魏聖德

Advertisers on this show

Best industries to pitch 財報狗 - 掌握台股美股時事議題 for

Podcasts like 財報狗 - 掌握台股美股時事議題

Every question we get asked beforesomeone starts their trial.

財報狗 - 掌握台股美股時事議題

About this Podcast:

Pitch Analysis

What is 財報狗 - 掌握台股美股時事議題?

About the host

Recent episodes

562.【台股美股提款機】NAND Flash 產業：供不應求直至 2027 年中，唯報價上漲幅度趨緩

560.【達人聊產業】相信潘董！USB、SSD 到 Edge AI 方案商 ft. 群聯潘健成執行長

549.【台股美股提款機】玻璃基板產業展望與競爭格局

548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP

546.【達人聊產業】BMW 的全新世代：Neue Klasse 如何重寫下一個時代的駕馭樂趣 ft. BMW 產品負責人 Alexander 魏聖德

Advertisers on this show

Best industries to pitch 財報狗 - 掌握台股美股時事議題 for

Podcasts like 財報狗 - 掌握台股美股時事議題

Every question we get asked beforesomeone starts their trial.

Every question we get asked before
someone starts their trial.

Every question we get asked before
someone starts their trial.