# MacroMicro 財經M平方 A podcast by MacroMicro. 財經M平方匯集總經數據並即時更新，秉持著「重視基本面」以及「為自己的投資負責」的兩項初衷，將關鍵的數據轉化為友善的圖表，協助大家創立屬於自己的投資地圖；並希望透過 Podcast 管道，提供所有關注總經趨勢的聽眾更即時的資訊與觀點！ 官網連結：https://www.macromicro.me 【聯繫我們】贊助推廣合作歡迎來信：business@macromicro.me -- Hosting provided by SoundOn Feed: https://feeds.soundon.fm/podcasts/d2aab16c-3a70-4023-b52b-e50f07852ecd.xml ## Latest episodes - [After Meeting EP. 219｜Coreweave 會成為第一張 AI 暴雷的骨牌嗎？](https://invisiblenetwork.ai/podcast/1522682178/66256103c192) (2026-10-24, 58 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/03b575d5-46f2-4d0f-b5ef-f516942860d0/rssFileVip.mp3?timestamp=1793067004534 - [After Meeting EP. 218｜川普期中考，台積電期末考，誰被通膨當掉了？](https://invisiblenetwork.ai/podcast/1522682178/b9154a0271c9) (2026-10-17, 51 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/c9640c75-2270-4c41-ab40-d74df5e8fdef/rssFileVip.mp3?timestamp=1792302510855 - [After Meeting EP. 217｜美債殖利率續高，股市閃身步續強？](https://invisiblenetwork.ai/podcast/1522682178/731c54383280) (2026-10-10, 50 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/33848ea6-ea70-43d0-b709-8efc3c66989f/rssFileVip.mp3?timestamp=1791697338501 - [After Meeting EP. 216｜AI 供應鏈下一棒在哪？晶片、散熱還是電力？](https://invisiblenetwork.ai/podcast/1522682178/6ab13f98bc08) (2026-10-03, 39 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/c28bebf8-df0d-49ee-a163-a1d0ec2fc6c8/rssFileVip.mp3?timestamp=1793074071564 - [After Meeting EP. 215｜台灣瘋買 ETF，你是跟風還是真懂？](https://invisiblenetwork.ai/podcast/1522682178/d1b113b33927) (2026-09-26, 48 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/0fb19818-3aa8-4667-9aa0-6648d7cc4b44/rssFileVip.mp3?timestamp=1793073944873 - [After Meeting EP. 214｜聯準會終究是升息了！年底還會再一碼？](https://invisiblenetwork.ai/podcast/1522682178/6f539ca85bb3) (2026-09-19, 65 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/aa0ad5ad-3546-45a0-ad44-20b39c7c598e/rssFileVip.mp3?timestamp=1793131809899 - [商周聯名特輯｜中美互鎖、輝達當莊：3.5 兆美元的永動機](https://invisiblenetwork.ai/podcast/1522682178/37c9566aee94) (2026-09-12, 69 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/0d397b49-ef6f-4ad2-b3e7-4cf98020c51c/rssFileVip.mp3?timestamp=1792149844466 - [知識點特輯｜了解自然資本：碳之後，下一個找上門的關鍵](https://invisiblenetwork.ai/podcast/1522682178/9d8e649d059b) (2026-09-08, 28 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/cbacf6a6-f29f-4ce2-9671-6901f5d369e4/rssFileVip.mp3?timestamp=1788924456875 - [After Meeting EP. 213｜長債殖利率持續創高！美國要怎麼救？](https://invisiblenetwork.ai/podcast/1522682178/65cf7656a002) (2026-09-05, 53 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/f5b9a5d6-6e68-425b-9fc3-2a6e67966361/rssFileVip.mp3?timestamp=1792151206320 - [After Meeting EP. 212｜美債鬼門開，你信貝森特還是黃仁勳？](https://invisiblenetwork.ai/podcast/1522682178/add1131bab6c) (2026-08-29, 48 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/ce98ae32-fdfc-4086-ab81-a67c97e780d8/rssFileVip.mp3?timestamp=1792149511181 - [After Meeting EP. 211｜賭場還是魷魚遊戲？南韓歐爸應該要看的基本面](https://invisiblenetwork.ai/podcast/1522682178/d4b8214e2914) (2026-08-22, 37 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/d247f00a-a494-44f0-ace8-2e6181161322/rssFileVip.mp3?timestamp=1791772027808 - [After Meeting EP. 210｜非農爆冷、通膨降溫，AI 半導體報復性反彈能走多遠？](https://invisiblenetwork.ai/podcast/1522682178/f49147339b7a) (2026-08-15, 51 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/ad54686d-e272-4be5-8708-c6792e443839/rssFileVip.mp3?timestamp=1789403520949 - [財經好朋友特輯｜從金融海嘯到 AI 浪潮，資深研究員帶你看市場](https://invisiblenetwork.ai/podcast/1522682178/5511d8ae7dfd) (2026-08-08, 53 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/19a9a31e-58f6-41ed-a66d-58100ff48690/rssFileVip.mp3?timestamp=1791772697691 - [After Meeting EP. 209｜財報表現看 Cash、聯準會表現看 Warsh](https://invisiblenetwork.ai/podcast/1522682178/54a12f233d67) (2026-08-01, 51 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/c5d7f342-b1f8-42f2-b3c2-399b437be87b/rssFileVip.mp3?timestamp=1792601489730 - [After Meeting EP. 208｜修估值後財報季登場，AI 的市場考驗開始](https://invisiblenetwork.ai/podcast/1522682178/b531f4a24325) (2026-07-25, 66 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/d64a3e3f-6f72-45f1-a05d-e6cbed905376/rssFileVip.mp3?timestamp=1791409239572 - [After Meeting EP. 207｜台積全 beat，半導體全 miss，基本面到頭了嗎？](https://invisiblenetwork.ai/podcast/1522682178/847ab85a9b4a) (2026-07-18, 36 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/50f10f2a-5137-440c-be0a-d17a4432162d/rssFileVip.mp3?timestamp=1792602276457 - [After Meeting EP. 206｜ETF 狂潮，你是跟風還是聰明選股？](https://invisiblenetwork.ai/podcast/1522682178/d688104bb9fd) (2026-07-11, 34 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/a7feb38d-0ba9-466c-a613-1459f74dadd0/rssFileVip.mp3?timestamp=1789404901714 - [After Meeting EP. 205｜蘋果也撐不住，消費性電子進入大漲價時代](https://invisiblenetwork.ai/podcast/1522682178/560a968058f2) (2026-07-04, 46 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/73e9b7b5-6c27-4f37-acd6-41ec16b9af54/rssFileVip.mp3?timestamp=1791773235358 - [After Meeting EP. 204｜台股因 AI 震盪加大，房市因政策持續低迷](https://invisiblenetwork.ai/podcast/1522682178/c8eee0c5855f) (2026-06-27, 38 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/3b92a686-7e3d-440b-b4d9-18907423bbe4/rssFileVip.mp3?timestamp=1785148724005 - [After Meeting EP. 203｜新主席 Warsh 秀鷹爪，聯準會不降反升？](https://invisiblenetwork.ai/podcast/1522682178/f43aee83dd32) (2026-06-20, 49 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/78af2a5f-04fa-4dec-a97d-040cbfc10b74/rssFileVip.mp3?timestamp=1790891723415 - [財女珍妮聯合特輯｜通膨修估值，還是 SpaceX 救估值](https://invisiblenetwork.ai/podcast/1522682178/91261c2d7458) (2026-06-13, 51 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/e636bba4-27ba-461e-af04-8cd00995e3c0/rssFileVip.mp3?timestamp=1792602206881 - [After Meeting EP. 202｜史上最大 IPO 狂潮與史上最大 Computex](https://invisiblenetwork.ai/podcast/1522682178/4e47aef7382b) (2026-06-06, 62 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/8c16cdd3-39cb-46a2-ba4a-39ba9873a993/rssFileVip.mp3?timestamp=1785996749496 - [After Meeting EP. 201｜創高焦慮症：下半年行情還有利空嗎？](https://invisiblenetwork.ai/podcast/1522682178/3bcf90400206) (2026-05-30, 52 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/a0564100-35c1-4ef8-b772-3226ba57750f/rssFileVip.mp3?timestamp=1785609239791 - [知識點特輯｜台股4萬點，除了個股 ETF 你還可以有什麼選擇？](https://invisiblenetwork.ai/podcast/1522682178/130ea64cafe1) (2026-05-26, 20 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/00b95ba3-f146-456a-bed9-567ead1539b1/rssFileVip.mp3?timestamp=1785219432165 - [After Meeting 200 集 QA | Rachel 來聊市場最在意的事](https://invisiblenetwork.ai/podcast/1522682178/344557d486a6) (2026-05-23, 64 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/a8812f3a-14f1-4ac6-9060-34d275d41d6d/rssFileVip.mp3?timestamp=1784652333792 - [After Meeting EP. 199｜台韓股市大超車，AI 浪潮才剛開始而已](https://invisiblenetwork.ai/podcast/1522682178/c86d4603e9dc) (2026-05-16, 35 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/1ad488fd-f068-4a02-a2f2-414d0c8bd290/rssFileVip.mp3?timestamp=1784563494245 - [After Meeting EP. 198｜Open AI 被超車！LLM 混戰要壓哪一邊？](https://invisiblenetwork.ai/podcast/1522682178/3e5bb2a7a736) (2026-05-09, 52 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/bade9150-a5e3-4dc9-b649-50fb2d183ce6/rssFileVip.mp3?timestamp=1785219638823 - [After Meeting EP. 197｜鮑威爾最後一舞，卻是聯準會最大分歧](https://invisiblenetwork.ai/podcast/1522682178/ec4d83711bfb) (2026-05-02, 41 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/74581dab-5bb9-4f31-984e-58f2ce3bea47/rssFileVip.mp3?timestamp=1780366551458 - [After Meeting EP. 196｜戰爭不跌反漲？現在是基本面接棒了嗎？](https://invisiblenetwork.ai/podcast/1522682178/4e44d4758ffb) (2026-04-25, 42 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/06b4a8c7-9ff8-4d69-8787-d85e8e8ba66d/rssFileVip.mp3?timestamp=1782807888070 - [After Meeting EP. 195｜台股重新點火，從台積電看半導體行情](https://invisiblenetwork.ai/podcast/1522682178/a8fddc2bba12) (2026-04-18, 35 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/e9e49dab-5a6f-4cd3-ab49-9a4c2c31e03b/rssFileVip.mp3?timestamp=1781251545221 - [After Meeting EP. 194｜大漲價時代來臨？要抱還是要逃](https://invisiblenetwork.ai/podcast/1522682178/daafb359e971) (2026-04-11, 31 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/a9d034ba-77e3-4160-915a-680cbe36bf86/rssFileVip.mp3?timestamp=1780942402798 - [After Meeting EP. 193｜戰事真的終結？股市真的落底？](https://invisiblenetwork.ai/podcast/1522682178/5316a075abc7) (2026-04-04, 43 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/edd5b613-500c-43cf-b9b9-6b7908f62abb/rssFileVip.mp3?timestamp=1784563439767 - [After Meeting EP. 192｜短期修估值還是一路走到戴維斯雙殺？](https://invisiblenetwork.ai/podcast/1522682178/489ccdad1dca) (2026-03-28, 38 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/50fd43b0-8d27-41bb-b7bb-0596ef4d0346/rssFileVip.mp3?timestamp=1790021323042 - [After Meeting EP. 191｜降息今年無望了嗎？油價、通膨、利率獨家分析](https://invisiblenetwork.ai/podcast/1522682178/0f8bb877777d) (2026-03-21, 48 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/b46dfafb-3dbd-4299-bae0-16d98fa1e95a/rssFileVip.mp3?timestamp=1785228889021 - [After Meeting EP. 190｜劇烈波動的油價、預期與行情，3/31 線上見](https://invisiblenetwork.ai/podcast/1522682178/dc34d51b6544) (2026-03-14, 35 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/7df2fa9e-2966-40ae-972d-687f5f7841bd/rssFileVip.mp3?timestamp=1785228904255 - [After Meeting EP. 189｜美伊戰爭爆發，油價現在是關鍵變數](https://invisiblenetwork.ai/podcast/1522682178/1cbbaddbfddc) (2026-03-07, 49 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/cdc5fdab-c006-4709-8dd6-24e609729fb6/rssFileVip.mp3?timestamp=1782801069044 - [After Meeting EP. 188｜美國關稅亂、台股開盤紅，3 月重點在這](https://invisiblenetwork.ai/podcast/1522682178/97294929a02e) (2026-02-28, 46 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/00d5cb75-bc90-4de9-9a88-fa52728eb461/rssFileVip.mp3?timestamp=1782677438389 - [小年夜特輯｜研究員圍爐，過年來聽真心話](https://invisiblenetwork.ai/podcast/1522682178/6f5ef798d1cb) (2026-02-14, 49 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/8a3008ce-01fa-4f6f-9d7d-31fc4496ffac/rssFileVip.mp3?timestamp=1780762591926 - [After Meeting EP. 187｜暴漲暴跌的黃金，關鍵在法幣](https://invisiblenetwork.ai/podcast/1522682178/b74355ddfe97) (2026-02-07, 40 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/9c896214-34c2-48af-a4a2-15616c1b90f8/rssFileVip.mp3?timestamp=1782433555903 - [After Meeting EP. 186｜利息要降不降，美元卻降了](https://invisiblenetwork.ai/podcast/1522682178/077c4d6087de) (2026-01-31, 39 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/022b1535-5160-4ed6-a3f2-c74419ded458/rssFileVip.mp3?timestamp=1782802552585 - [After Meeting EP. 185｜2026 開局之亂，川普的多重戰線](https://invisiblenetwork.ai/podcast/1522682178/36d60f94363e) (2026-01-24, 40 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/d745c390-8122-4f87-887a-fb9d31e546f0/rssFileVip.mp3?timestamp=1785121320918 - [After Meeting EP. 184｜破兆營收的神山；關稅底定的台灣](https://invisiblenetwork.ai/podcast/1522682178/9058b4f52dc4) (2026-01-17, 30 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/9fb73cac-eff6-4c55-9dfe-f2b3ddc0a270/rssFileVip.mp3?timestamp=1782771107444 - [After Meeting EP. 183｜2026 開局爆強，美國資產續抱關鍵](https://invisiblenetwork.ai/podcast/1522682178/468ee8228d6a) (2026-01-10, 45 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/2aade9c0-e736-4c38-a672-5657e6328b72/rssFileVip.mp3?timestamp=1782828798459 - [After Meeting EP. 182｜2026 首發！盤點全球重要資產](https://invisiblenetwork.ai/podcast/1522682178/863af6159a90) (2026-01-03, 41 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/b6631329-24e5-4ccc-adf5-96335123d32e/rssFileVip.mp3?timestamp=1779423341652 - [After Meeting EP. 181｜AI 瓶頸就是電力，佈局機會來了嗎？](https://invisiblenetwork.ai/podcast/1522682178/9f71e1269d8a) (2025-12-27, 59 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/8361f1c0-2853-447e-8bdd-78059ab2d0e4/rssFileVip.mp3?timestamp=1780770020840 - [十週年特輯｜新手請進，長線投資用總經其實不難](https://invisiblenetwork.ai/podcast/1522682178/46719c4bc260) (2025-12-23, 43 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/63e556db-e16c-4df0-af3f-c2da50bdbdd8/rssFileVip.mp3?timestamp=1782198019297 - [十週年特輯｜專訪王伯達 - 2026 資金走向，AI 泡沫會發生嗎？](https://invisiblenetwork.ai/podcast/1522682178/506a1b4411f5) (2025-12-20, 53 min): audio https://rss.soundon.fm/rssf/d2aab16c-3a70-4023-b52b-e50f07852ecd/feedurl/5414f27d-e175-4741-8a55-1a6b872fdbbc/rssFileVip.mp3?timestamp=1780764819700 - 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