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小樂財商洞察

allenscashflow

小樂財商洞察,掌握投資理財大趨勢,一起加入5,000名訂閱者的行列。

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Substack
PricingOnly free issuesPublishesDaily
Issues523SubscribersRead allenscashflow.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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報稅季對投資人來說,不只是把所得資料送出去,更是一年一次檢視「現金流、股利、利息、海外投資與家庭扣除額」的好時機。2026年5月申報的是114年度綜合所得稅,申報與繳納期間為5月1日至6月1日;財政部也公告,114年度綜所稅免稅額、扣除額與課稅級距,於115年5月申報時適用。

8 days ago
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【樂讀】如何才能在55歲退休?文章摘要及心得分享

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12 days ago
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【小樂講股】跨越埃米世代的護國神山:台積電(2330)最新營運解析與長線投資價值探討

隨著時間步入2026年,全球宏觀經濟與地緣政治依然充滿變數,但半導體產業的發展主軸卻異常清晰:人工智慧(AI)已從單純的「生成式AI」邁入更具自主性與決策能力的「智慧體AI(Agentic AI)」時代。在這個算力需求呈現指數級爆發的歷史轉折點上,台積電不僅穩坐全球晶圓代工的龍頭寶座,更成為推動人類科技進程的關鍵樞紐。無論是近期亮眼的財報表現、北美技術論壇上震撼業界的「埃米級(Angstrom)」製程藍圖,還是其在先進封裝領域建立的深厚護城河,都一再證明台積電已經跳脫傳統半導...

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Authors

The writers behind this newsletter.

  • allenscashflow

    1977年生大叔 。 喜歡打籃球、閱讀、旅遊,網路創作15年,嚮往選擇自由的人生。

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