兆華與股惑仔

兆華與股惑仔 (理財達人秀) Podcast

李兆華 1234 - EP1214｜甲骨文舉債、美伊不停火，舊利空為何跌不完？AI大廠明知市場不愛，卻堅持前行，不能被淘汰的競賽，等市場情緒轉變？ft.AI達人 蔡明翰

兆華與股惑仔 is a Mandarin-language financial podcast hosted by Li Zhaohua, a seasoned media professional with an extensive background in financial journalism and television broadcasting. The program serves as an informational platform specifically designed for retail investors, focusing on the complexities of equity markets and personal wealth management. While the production is rooted in the Mandarin-speaking media landscape, its primary focus remains on the Taiwan Stock Exchange (TWSE) and relevant global macroeconomic trends that influence Asian markets.

The content structure of the show typically involves deep-dive discussions on current market sentiment, technical analysis, and fundamental industry research. Li Zhaohua frequently invites a recurring roster of financial experts, fund managers, and professional traders to provide diverse perspectives on trending sectors, such as semiconductors, artificial intelligence, and high-dividend ETFs. These guests offer insights into institutional movements and provide practical commentary on both long-term investment strategies and short-term trading tactics.

The podcast is characterized by an editorial style that prioritizes transparency and direct communication, aiming to demystify complex financial jargon for the average shareholder. Unlike traditional rigid financial programs, this show adopts a more conversational and flexible recording schedule, often updating multiple times a week to keep pace with volatile market conditions. This frequency allows the host to address immediate market shifts, corporate earnings reports, and changes in global monetary policy as they occur.

Recurring themes throughout the episodes include risk management, the psychological aspects of trading, and the evaluation of specific stock tickers based on industry supply chains. By leveraging the host’s professional network, the show bridges the gap between high-level industry analysis and the practical needs of individual investors. The program functions as a comprehensive audio resource for those seeking to understand the nuances of the financial markets through the lens of experienced industry insiders.

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Episode's summary

甲骨文舉債、美伊不停火，舊利空為何跌不完？AI大廠明知市場不愛，卻堅持前行，不能被淘汰的競賽，等市場情緒轉變？ AI熱錢持續湧入，全球資金正在重新洗牌。外資下一步看哪裡？ 聚焦台灣科技兆元市值企業，帶你掌握產業發展動向! 🕑 時間｜2026/11/15(日) 14:00－16:00 🏛️ 地點｜集思台大會議中心（國際會議廳） 免費報名👉https://fnc.ebc.net.tw/event/yuantafunds202611 ▲投資一定有風險，基金投資有賺有賠，申購前應詳閱公開說明書 元大投信贊助播出 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

Episodes

1234-

EP1214｜甲骨文舉債、美伊不停火，舊利空為何跌不完？AI大廠明知市場不愛，卻堅持前行，不能被淘汰的競賽，等市場情緒轉變？ft.AI達人 蔡明翰

甲骨文舉債、美伊不停火，舊利空為何跌不完？AI大廠明知市場不愛，卻堅持前行，不能被淘汰的競賽，等市場情緒轉變？ AI熱錢持續湧入，全球資金正在重新洗牌。外資下一步看哪裡？ 聚焦台灣科技兆元市值企業，帶你掌握產業發展動向! 🕑 時間｜2026/11/15(日) 14:00－16:00 🏛️ 地點｜集思台大會議中心（國際會議廳） 免費報名👉https://fnc.ebc.net.tw/event/yuantafunds202611 ▲投資一定有風險，基金投資有賺有賠，申購前應詳閱公開說明書 元大投信贊助播出 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

03 Nov 2026
1233-

EP1213｜半年線掙扎，美期中選舉是短期因素，自由現金流、訂單遞延和債信問題，要跌多少才夠？接近7月低點的股票檢驗！ft.題材獵人 林漢偉

半年線掙扎，美期中選舉是短期因素，自由現金流、訂單遞延和債信問題，要跌多少才夠？接近7月低點的股票檢驗！ AI熱錢持續湧入，全球資金正在重新洗牌。外資下一步看哪裡？ 聚焦台灣科技兆元市值企業，帶你掌握產業發展動向! 🕑 時間｜2026/11/15(日) 14:00－16:00 🏛️ 地點｜集思台大會議中心（國際會議廳） 免費報名👉https://fnc.ebc.net.tw/event/yuantafunds202611 ▲投資一定有風險，基金投資有賺有賠，申購前應詳閱公開說明書 元大投信贊助播出 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

02 Nov 2026
1232-

EP1212｜亞馬遜、英特爾都爆雷，台股殺破半年線，明知自由現金流會更糟，為何市場突然怕？再一次機會還是真正的危機？ft.操盤手 黃豐凱

亞馬遜、英特爾都爆雷，台股殺破半年線，明知自由現金流會更糟，為何市場突然怕？再一次機會還是真正的危機？ 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

30 Oct 2026
1231-

EP1211｜昨天漲點今天吐！法說後聯電跌停、台達電重挫看法？微軟少花錢大漲、Google現金流轉負大跌，為何台股都怕？ft.選股教練 陳唯泰

昨天漲點今天吐！法說後聯電跌停、台達電重挫看法？微軟少花錢大漲、Google現金流轉負大跌，為何台股都怕？ 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

29 Oct 2026
1230-

EP1210｜今年破季線第3次，能有信心再反攻？需求遞延但沒消失，AI大廠互相融資，我們負責收錢？做短、做長的思維？ft.操盤手 楊雲翔

今年破季線第3次，能有信心再反攻？需求遞延但沒消失，AI大廠互相融資，我們負責收錢？做短、做長的思維？ 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

28 Oct 2026

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