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。
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 540 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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小樂財商洞察臉書訂閱方案
加入「小樂財商洞察」訂閱者，一起用更從容的方式看懂市場。
這裡不是明牌群，也不是短線喊單社團，而是一個陪你建立投資紀律、看懂市場節奏、累積財商能力的學習空間。
訂閱後，你將可以獲得以下內容：
1. 每週市場雷達
每週整理市場重要變化，協助你掌握台股、ETF、產業趨勢與資金流向。
內容包含：
市場脈動觀察
台股與ETF趨勢整理
重要產業與個股動態
投資情緒與風險提醒
目標是幫助訂閱者用更清楚的視角...
【樂讀】深度解析：傳統60/40股債配置法為何已經走向死亡？
原文連結：
https://trendlabs.com/the-60-40-portfolio-died-years-ago/
壹、 文章深度摘要
在這篇極具警示意味的文章中，作者JC Parets直指當今投資界最大、且最被忽視的系統性盲點：傳統的「60%股票加上40%債券」資產配置模型已經失效，甚至可能成為下一場金融風暴的引爆點。
以下為文章的核心論點摘要：
1. 60/40不僅是比例，更是一種「投資宗教」
作者指出，當人們聽到「60/...
【小樂講股】聯發科：白牌手機王如何蛻變為 AI 晶片的造王者
在台股裡，如果說台積電是「世界晶圓代工的護國神山」，那聯發科比較像是那位以前常被低估、但一路默默練功，最後突然發現他已經站上武林大會決賽的高手。
很多人對聯發科的第一印象，還停留在「手機晶片」、「中低階手機」、「白牌手機王」。這個印象不能說錯，但如果只停在這裡，就會錯過聯發科這幾年最關鍵的變化：它已經不只是手機晶片供應商，而是逐步變成 AI 時代裡，幫各種終端裝置、車用平台、資料中心客戶打造運算能力的關鍵設計者。
換句話說，過去聯發科是讓手機品牌能快速做出產品的「晶片軍火...
ＡＩ狂潮下的受益者：晶圓代工二哥聯電（2303）再起
這幾年談到 AI，市場第一時間想到的，通常是輝達、台積電、HBM、CoWoS。彷彿只要沒有站在最先進製程的聚光燈下，就不算 AI 供應鏈的一員。
但半導體世界沒有那麼單線條。
AI 伺服器需要先進 GPU，也需要電源管理 IC、網通晶片、顯示驅動、車用晶片、感測器與各種特殊製程元件。這些不是 2 奈米、3 奈米的主戰場，卻是整個 AI 生態系能不能順利運轉的「基礎設施」。而聯電（2303），正是這個環節裡值得重新被市場看見的角色。
從台灣第一家半導體公司，到成熟製...
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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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