# 美股投資學-財女珍妮

A podcast by 財女Jenny. JC財經觀點 創辦人 📙 著作：《美股投資學》 📝 專欄：美股投資學:高速成長與穩健收息（https://pse.is/3jmp93） 🌐 網站：JC財經觀點（jcinsight.info） 📧 合作Mail： jcinsightgroup@gmail.com -- Hosting provided by SoundOn

Feed: https://feeds.soundon.fm/podcasts/4a8660a0-e0d0-490b-8d46-c28219606f47.xml

## Latest episodes

- [2026/10/28(三) 半導體大漲 AI行情回來了？CLS, GLW財報分析](https://invisiblenetwork.ai/podcast/1546879892/29b64dcb2b0a) (2026-10-28, 38 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/ada246e3-e5ad-4b11-9656-550efaaac8fa/rssFileVip.mp3?timestamp=1793150630577
- [2026/10/27(二) Anthropic IPO，AI股有救了？馬斯克示警AI泡沫](https://invisiblenetwork.ai/podcast/1546879892/f521da1dec0c) (2026-10-27, 26 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/d05324ac-97ec-4c6b-befe-c3883ae6e7a0/rssFileVip.mp3?timestamp=1793120910070
- [2026/10/23(五) 費半回年線，買股還買債？# WDC #BE](https://invisiblenetwork.ai/podcast/1546879892/c232da57229a) (2026-10-23, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/d14ff2ba-1d9a-4012-8193-d5b9c3d9514b/rssFileVip.mp3?timestamp=1792822500581
- [2026/10/22(四) AI巨頭財報夠好嗎？ #TSLA #META #LRCX #TXN #IBM](https://invisiblenetwork.ai/podcast/1546879892/71b68d2c5b79) (2026-10-22, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/de715979-3032-4b4a-ac52-562355bbb821/rssFileVip.mp3?timestamp=1792650868016
- [2026/10/21(三) SpaceX 真的靠AI賺錢了？#SPCX](https://invisiblenetwork.ai/podcast/1546879892/66ebae2e8076) (2026-10-21, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/4c49cd1e-1965-4da0-9a29-880e31fd8c56/rssFileVip.mp3?timestamp=1792557370800
- [2026/10/20(二) 費半止跌，反彈該跑嗎？之我好期待才報季快點來](https://invisiblenetwork.ai/podcast/1546879892/ac878d691eb3) (2026-10-20, 28 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/930ae0d6-fd06-400c-8152-9bb85c21a821/rssFileVip.mp3?timestamp=1792470871186
- [2026/10/19(一) AI股災，資金鏈出問題？該抄底還是該離場](https://invisiblenetwork.ai/podcast/1546879892/1ca3e6d884ae) (2026-10-19, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/d42bc49c-b56e-4174-bfbe-be1a3806623a/rssFileVip.mp3?timestamp=1792384594964
- [2026/10/16(五) 殖利率大跌買股趁現在？台積電財報好為什麼沒漲](https://invisiblenetwork.ai/podcast/1546879892/3d67a81c3396) (2026-10-16, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/fb084e8a-bd8d-43e4-a5d8-17409f590cf6/rssFileVip.mp3?timestamp=1792125513204
- [2026/10/15(四) 通膨超標，股債一起崩 #CRWV #ASML](https://invisiblenetwork.ai/podcast/1546879892/d421290a6781) (2026-10-15, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/32538262-5ed2-4790-bfef-14e4589896cb/rssFileVip.mp3?timestamp=1792112820716
- [2026/10/14(三) AI泡沫重演2008？Apple推新智能家居HomeView](https://invisiblenetwork.ai/podcast/1546879892/256556868133) (2026-10-14, 35 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/220e1c6b-b99d-457b-9f98-7f84f7085a4d/rssFileVip.mp3?timestamp=1791952515242
- [2026/10/13(二) AI缺資金嗎，費半為何再崩潰？](https://invisiblenetwork.ai/podcast/1546879892/04e4e8beee2a) (2026-10-13, 29 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/90282731-9478-4e46-b5f1-6f6571f4ccc4/rssFileVip.mp3?timestamp=1791866033585
- [2026/10/12(一) 美股甩不掉5%長債？SpaceX殺進電信業，巨頭集體大跌](https://invisiblenetwork.ai/podcast/1546879892/f310d12a1ed9) (2026-10-12, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/a630efe4-5801-43f0-919f-4fd75728aaa8/rssFileVip.mp3?timestamp=1791779693990
- [2026/10/09(五) 費半為何又大跌？OpenAI數字縮水，AI基建又要重估嗎？](https://invisiblenetwork.ai/podcast/1546879892/c97531cc7d8f) (2026-10-09, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/6f39f877-dcf1-494c-ab49-2ad3a2218d1b/rssFileVip.mp3?timestamp=1791521810335
- [2026/10/08(四) FED還想升息AI行情撐得住？](https://invisiblenetwork.ai/podcast/1546879892/6b1d85528024) (2026-10-08, 29 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/5de1d356-c872-4704-ac95-f15b4b112d8a/rssFileVip.mp3?timestamp=1791447174615
- [2026/10/07(三) Google鎖定核電，Marvell上調指引，AI輪動創高](https://invisiblenetwork.ai/podcast/1546879892/b0762902ff3c) (2026-10-07, 28 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/459e1965-ee6e-48f9-914c-8f0880b00774/rssFileVip.mp3?timestamp=1791346941316
- [2026/10/06(二)馬斯克找上台積電，創高還能追嗎？Schneider ＋PTC，工業 AI 世紀併購](https://invisiblenetwork.ai/podcast/1546879892/11fb61cd49c2) (2026-10-06, 32 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/2f41d2df-0100-4b1f-9fdf-c8553adc0af1/rssFileVip.mp3?timestamp=1791309793116
- [2026/10/05(一) 非農這麼弱，長債為何跌？](https://invisiblenetwork.ai/podcast/1546879892/2d6ef0cd9a0c) (2026-10-05, 34 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/3fdcc477-33fa-465c-8bca-bd8afa18e6fa/rssFileVip.mp3?timestamp=1791223388035
- [2026/10/02(五) 美債重挫，還能抱嗎？埃森哲#ACN 大漲軟體回溫，被動又動了](https://invisiblenetwork.ai/podcast/1546879892/280946f5a818) (2026-10-02, 35 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/5cfcb8e1-a1f0-48c2-8f49-7f32638b5857/rssFileVip.mp3?timestamp=1790936785199
- [2026/10/01(四) 美光#MU 財報好，市場還在怕？用一檔ETF佈局 AI 產業趨勢](https://invisiblenetwork.ai/podcast/1546879892/9ac863e4aedb) (2026-10-01, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/c2cb9aa3-b355-49fe-b1eb-aa8504673326/rssFileVip.mp3?timestamp=1790877802451
- [2026/09/30(三) 油價跌了，長債為什麼還在跌？OpenAI加入代理人競爭，台積電擴廠設備股飆](https://invisiblenetwork.ai/podcast/1546879892/791fb4faa483) (2026-09-30, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/7c46d359-d54a-4cef-8997-18cfb6e0770d/rssFileVip.mp3?timestamp=1790742266767
- [2026/09/29(二) Nvidia 撒1500億美元回購、AMD買AI公司，競爭越來越大了？](https://invisiblenetwork.ai/podcast/1546879892/10eb690bc031) (2026-09-29, 32 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/d0dd4697-ac7f-4a9e-bc57-ff2f7d99d01e/rssFileVip.mp3?timestamp=1790704983537
- [【主題專訪】AI正在淘汰軟體股？法人分析師教你找出下一批贏家 ft. Freddy Business & Research](https://invisiblenetwork.ai/podcast/1546879892/4d066d9e2c2c) (2026-09-28, 72 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/cf376a48-1640-45eb-837e-0f5d61ab354c/rssFileVip.mp3?timestamp=1790618582149
- [2026/09/25(五) 中秋變盤？AI最大瓶頸在哪？](https://invisiblenetwork.ai/podcast/1546879892/5a5f188c0d68) (2026-09-25, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/d017e545-6f40-44a3-a9d2-79a6ca988b5f/rssFileVip.mp3?timestamp=1790359489676
- [2026/09/24(四) 10年債破5%，AI要回檔？](https://invisiblenetwork.ai/podcast/1546879892/64a6c4250f03) (2026-09-24, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/401131f0-6382-4caa-abfd-3e6b5dda0c73/rssFileVip.mp3?timestamp=1790243121807
- [2026/09/23(三) 費半續強，台股創高，反彈剛開始？](https://invisiblenetwork.ai/podcast/1546879892/91cbb9b552b6) (2026-09-23, 29 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/7de9c284-4ccd-4247-bbb7-c12d35676d4f/rssFileVip.mp3?timestamp=1790186582812
- [2026/09/22(二) AMD市值破兆，Meta股價狂飆，AI代理人讓晶片股再起飛？](https://invisiblenetwork.ai/podcast/1546879892/6fd23379c025) (2026-09-22, 28 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/0d61f100-2741-42e9-a646-a111957ffce2/rssFileVip.mp3?timestamp=1790061483722
- [2026/09/21(一)費半強彈，還能追嗎？](https://invisiblenetwork.ai/podcast/1546879892/3c4a91cc851f) (2026-09-21, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/6e1bb3c5-6158-4793-9b55-b490c143e541/rssFileVip.mp3?timestamp=1789962823595
- [2026/09/18(五) 反彈該追嗎？AI 基建誰接棒？](https://invisiblenetwork.ai/podcast/1546879892/f5ade3472451) (2026-09-18, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/b5e4aa44-0afa-4bd2-ade0-32240f0cb1e2/rssFileVip.mp3?timestamp=1789754610747
- [2026/09/17(四) 升息費半反漲，利空出盡了嗎？](https://invisiblenetwork.ai/podcast/1546879892/c2aac824d62b) (2026-09-17, 26 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/831f98cf-faa6-44c3-b350-989b4d5af1ea/rssFileVip.mp3?timestamp=1789612619747
- [2026/09/16(三) FED如果升息，股市一定會跌嗎？](https://invisiblenetwork.ai/podcast/1546879892/e902f179d05e) (2026-09-16, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/b57d26e2-6217-4660-9241-ee76dc191dd4/rssFileVip.mp3?timestamp=1789583292594
- [2026/09/15(二) 川普、輝達反煞車，AI股能止跌？](https://invisiblenetwork.ai/podcast/1546879892/e56f16efdce8) (2026-09-15, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/68c89a45-5a2f-4ccb-87b4-7f01bfcb5a13/rssFileVip.mp3?timestamp=1789441212669
- [2026/09/14(一) AI龍頭喊煞車，AI股又要跌？](https://invisiblenetwork.ai/podcast/1546879892/481ddf0bc9c4) (2026-09-14, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/89ad8a41-c7ba-4767-9e9a-9baabdb2c8fc/rssFileVip.mp3?timestamp=1789441213014
- [2026/09/11(五) 油價破百，美股還能漲？#ORCL財報](https://invisiblenetwork.ai/podcast/1546879892/ff5ca6b47e23) (2026-09-11, 32 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/5f880e45-7c07-43bc-9435-741456535646/rssFileVip.mp3?timestamp=1789324525581
- [2026/09/10(四) 美債回購壓不住殖利率，iphone就是要漲價！#AAPL](https://invisiblenetwork.ai/podcast/1546879892/5597a8d7bed6) (2026-09-10, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/42b18cd8-aa9e-40bb-8614-f7d772bc6923/rssFileVip.mp3?timestamp=1789088935074
- [2026/09/09(三) Open AI驅動費半轉強，軟體又慘了嗎？](https://invisiblenetwork.ai/podcast/1546879892/6e73e1cf650b) (2026-09-09, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/cc5c7735-5bf1-4a70-88ba-f743fcce6a53/rssFileVip.mp3?timestamp=1788924195450
- [2026/09/07(一) 升息機率升，OpenAI救費半？](https://invisiblenetwork.ai/podcast/1546879892/25af34dd5695) (2026-09-07, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/429e7fce-eab6-4ce6-8ba5-96d0e634845a/rssFileVip.mp3?timestamp=1788924195858
- [2026/09/04(五) 輝達豪砸130億，買下AI入口！SNowflake大漲16%](https://invisiblenetwork.ai/podcast/1546879892/4f55a308be62) (2026-09-04, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/142c60ec-26bd-4402-8de2-f468097d4215/rssFileVip.mp3?timestamp=1788544993183
- [2026/09/03(四) AI收入兩年翻倍，博通還能漲？ #AVGO #PANW #CRDO 財報](https://invisiblenetwork.ai/podcast/1546879892/e31ae736b1a2) (2026-09-03, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/3d023cd2-0c11-4742-939f-6cb2f9898619/rssFileVip.mp3?timestamp=1788458604631
- [2026/09/02(三)殖利率壓不住，AI股漲不動？ #DELL 財報](https://invisiblenetwork.ai/podcast/1546879892/32c33cf01042) (2026-09-02, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/fa455948-d579-4b5a-8d60-2464c522fa9c/rssFileVip.mp3?timestamp=1788373704922
- [2026/09/01(二) 輝達(NVDA)砸35億美元投資聯發科，買什麼？](https://invisiblenetwork.ai/podcast/1546879892/257b737b8b7d) (2026-09-01, 29 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/bf6d3544-a101-4050-bd3c-acfe9708a17f/rssFileVip.mp3?timestamp=1788287283385
- [2026/08/31(一) 鷹派Warsh，戳破AI泡沫？美債也撐不住了嗎](https://invisiblenetwork.ai/podcast/1546879892/f9b7e76fc382) (2026-08-31, 35 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/ffc218ef-0626-4ce9-b1a1-afa24f348356/rssFileVip.mp3?timestamp=1788200841780
- [2026/08/28(五) 輝達能撐住AI股嗎？軟體股大反彈 #CRM #CRWD #MRVL](https://invisiblenetwork.ai/podcast/1546879892/c6519cb1ada1) (2026-08-28, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/2cab75a2-4f6d-4220-9ea3-c43f2bbeba55/rssFileVip.mp3?timestamp=1787941832105
- [2026/08/27(四) 輝達財報大勝，股價為何先跌後漲？#CRM #CRWD](https://invisiblenetwork.ai/podcast/1546879892/d80862339aeb) (2026-08-27, 32 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/f46319eb-bae4-401b-a480-453d111456a4/rssFileVip.mp3?timestamp=1787855236180
- [2026/08/26(三) 美債空頭回補，科技股警報解除？](https://invisiblenetwork.ai/podcast/1546879892/0a8e5ab35454) (2026-08-26, 34 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/859a37db-121a-4acc-801a-c25b2371189b/rssFileVip.mp3?timestamp=1787768966240
- [2026/08/25(二) 美國啟動經濟戰，通膨與美債怎麼走？Nvidia 連七跌](https://invisiblenetwork.ai/podcast/1546879892/3a9dcde80cc8) (2026-08-25, 33 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/42c30f6a-dc4c-4f8b-bd6a-4cef85eb873a/rssFileVip.mp3?timestamp=1787682481855
- [2026/08/24(一) 輝達伺服器傳漲價15%：AI成本暴增，成本誰吸收？](https://invisiblenetwork.ai/podcast/1546879892/d687484a40f8) (2026-08-24, 30 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/f50bb8a9-9d8f-4b12-9c3a-8fda296034c4/rssFileVip.mp3?timestamp=1787596016389
- [2026/08/21 (五) 「油價、殖利率一起升，美債不安全了？#WMT #DE 財報分析](https://invisiblenetwork.ai/podcast/1546879892/7a2be375c5f1) (2026-08-21, 31 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/c5fd0642-670c-4cb7-943d-43650fbaaa48/rssFileVip.mp3?timestamp=1787336907493
- [2026/08/20 (四) 貝森特救市，為什麼晶片股跌？](https://invisiblenetwork.ai/podcast/1546879892/d4745ac8a3db) (2026-08-20, 35 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/5de6e108-38be-4e82-b825-1376dc119b44/rssFileVip.mp3?timestamp=1787250422423
- [2026/08/19 (三) 殖利率飆升，費半重挫5%](https://invisiblenetwork.ai/podcast/1546879892/49171f57800d) (2026-08-19, 34 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/e0facb83-a424-4e38-9a17-40d05028e0a8/rssFileVip.mp3?timestamp=1787164150549
- [2026/08/18 (二) 殖利率飆，美債發警報？](https://invisiblenetwork.ai/podcast/1546879892/cef318d96688) (2026-08-18, 29 min): audio https://rss.soundon.fm/rssf/4a8660a0-e0d0-490b-8d46-c28219606f47/feedurl/a81a73b1-f023-4547-9ee8-49291a57f450/rssFileVip.mp3?timestamp=1787077715398

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