財經M平方 @MacroMicro2015
我們是全亞洲第一家總經投資數據平台。不只提供全球上萬筆經濟數據，更透過獨家報告、指標工具，幫投資人從數據找出方向，為自己的投資負責！ macromicro.me Joined February 2024-
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NVIDIA’s earnings are just around the corner! Tell us: What will reveal whether the 'AI bubble' concerns hold water? Start exploring the data in our US Earnings Database with a FREE 14-day trial: pse.is/836sfh
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看來第一個貿易談判結果要出爐了！ 剛剛發現，美國時間明早 10 點，正好就是台灣時間今晚，而我們正在舉辦 MM 小聚直播 😂 不過再看看我們今天會播到幾點，有沒有機會遇到，記得晚上 19:00 來看直播：pse.is/7jr37r
提醒大家，即便在市場極度恐懼的時刻，也還是要優先照顧好自己的身心，並秉持理性決策判斷。 這次我們不只讓大家免費下載 PDF，也破例開放 14 天免費體驗碼給大家，方便更多朋友，可以追蹤我們的川普分析。 也希望，在動蕩不安、市場極端恐懼的時刻，我們可以一起走過 🙏 macromicro.me/promos/339/tru…
昨天，我們出具 40 頁，最完整的川普關稅分析 PDF，供所有會員免費下載。 主要分析： 1. 關稅對美國經濟、通膨造成哪些衝擊？ 2. 川普政策三大矛盾：後續高機率劇本？ 3. 各國關稅、產業衝擊，全面預估！ 4. 行情兩大測試點：何時有望回升？ 5. 此刻需要的配置方法與策略！ pse.is/7ds8sc
昨天川普搶先喊了 25% 汽車關稅，我們也整理了，誰會成為 4/2 汽車關稅的最大受害者？ pse.is/7caem8
【春節公告】我們去過年啦！短評、客服、快報暫時休息～ MM 團隊明天要開始過年去啦！ #春節休假公告 🔴 1/24 ~ 2/1 短評、客服、快報皆暫停 🔴 但是網站數據依然 24 小時自動更新 #春節紅包預告 🧧 最後，如果想抽 MM 新年紅包，現在加入官方 LINE 帳號就能參加：pse.is/72czzp
中國在去年 3 月，設下 GDP 成長 5% 目標，結果今天結出去年的 GDP 成長率，真的「不偏不倚」達到 5.0%，分毫不差。 我們在展望 2025 中，其實有分析過中國的經濟困境：pse.is/6zg8ks
台積電最新 Q1 財測！ 在 USD/TWD = 32.8 假設下，估 2025Q1 營收達 250~258 億美元，季減 -7% ~ -4%，年增 32.5% ~ 36.7%，符合市場預估；毛利率和營業利益率分別為 57% ~ 59%、46.5% ~ 48.5%，與上季持穩。 值得注意是，展望 2025 年資本支出將大增至 380 ~ 420 億美元。(2024 年為 297.6 億美元）
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fox hsiao @pirrer
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Jackson產業觀點 @szfkuka
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