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cover of episode EP517 | 🐧

EP517 | 🐧

2024/12/25
logo of podcast Gooaye 股癌

Gooaye 股癌

AI Deep Dive AI Insights AI Chapters Transcript
People
听众
无足够信息构建个人资料
孟公
Topics
孟公:本期节目由iHerb赞助,介绍iHerb平台的优势,包括产品种类丰富、价格实惠、保证正品等,并提供优惠码。同时,回顾总结了2024年投资经历,包括美股、台股的表现,以及对市场波动的看法。分享了对家庭生活、礼物和生活态度的感悟,并对未来投资方向进行展望,特别分析了拜登政府对中国芯片发起301条款调查的影响,以及对相关产业的影响和投资策略。 对杠杆ETF、风险管理、资产配置等问题进行了解答,并分享了自己对借钱、人情冷暖以及公司管理的看法。 最后,对听众的提问进行了一一解答,包括对特定股票的看法、对未来经济走势的预测、以及对高风险投资行为的警示。 其他听众:听众们纷纷表达了对孟公节目的感谢和喜爱,并分享了自己的投资经验、生活感悟以及对未来展望。部分听众提出了关于投资策略、风险管理、以及生活中的困惑,孟公则给予了相应的解答和建议。

Deep Dive

Key Insights

What is iHerb and what makes it a popular choice for health supplements?

iHerb is the largest health supplement e-commerce platform in the U.S., offering over 50,000 products, including fish oil, multivitamins, and beauty products. It guarantees authenticity and affordability, making it a go-to for health-conscious consumers.

What are the benefits of shopping on iHerb for Taiwanese customers?

Taiwanese customers can enjoy tax-free shopping on iHerb if they make no more than six cross-border purchases within six months, with each purchase under NT$2,000. iHerb also pre-collects tariffs and refunds them within 7-10 working days if the order qualifies for tax exemption.

What was the performance of the U.S. stock market in 2024?

The U.S. stock market performed exceptionally well in 2024, driven by AI in the first half and a surprising surge from Tesla in the second half, resulting in record-breaking returns and absolute numbers.

Why did the Taiwanese stock market underperform in 2024?

The Taiwanese stock market struggled in 2024, particularly in the last quarter, with some stocks performing well while others declined. The overall market trended sideways, with certain sectors like robotics experiencing speculative spikes driven by events rather than fundamentals.

What is the significance of the Biden administration's 301 investigation into Chinese mature semiconductor chips?

The Biden administration's 301 investigation into Chinese mature semiconductor chips could significantly impact the market, especially in 2025. This investigation may lead to tariffs or sanctions, creating trading opportunities and affecting industries like silicon wafers and third-generation semiconductors.

What are the risks of using leveraged ETFs for long-term investments?

Leveraged ETFs are designed for short-term trading, not long-term holding. They carry significant risks, as their performance can be highly volatile, and losses can be magnified during market downturns. Investors should carefully consider the risk-reward ratio before using them.

What lessons can be learned from the 2022 market downturn?

The 2022 market downturn highlighted the importance of risk management and the unpredictability of markets. Even experienced investors can miss major reversals, emphasizing the need for diversification, position limits, and avoiding excessive leverage.

What is the potential impact of China's dominance in mature semiconductor manufacturing?

China's dominance in mature semiconductor manufacturing could lead to intense price competition, reducing margins for global players. While consumers benefit from cheaper products, the industry may suffer from overcapacity and declining profitability, potentially destabilizing the market.

What advice does the host give about managing personal finances and borrowing?

The host advises against borrowing from friends or family, as it often leads to strained relationships and unpaid debts. He suggests that individuals should rely on banks for loans, as those unable to secure bank loans likely have significant credit issues.

What is the host's perspective on the importance of backing up digital data?

The host emphasizes the importance of backing up digital data across multiple platforms, including iCloud, Google Drive, and external hard drives. He warns against over-reliance on a single service, as data loss can occur unexpectedly, causing significant distress.

Chapters
本集節目由 iHerb 贊助,介紹 iHerb 作為美國最大保健品電商平台,提供五萬多種產品,保證正品且價格實惠。台灣、港澳、東南亞、美國及紐澳地區的聽眾,輸入優惠碼 GOOAYE 可享 75 折優惠。
  • iHerb 是美國最大保健品電商平台
  • 提供超過五萬種產品
  • 保證正品,價格實惠
  • 輸入優惠碼 GOOAYE 享 75 折優惠

Shownotes Transcript

波動,更多的波動~~

孟恭聖誕老公公來送幸福、報好康🎅 iHerb是全美最大保健品電商平台,高達5萬多種產品讓你挑,而且保證是正品,價錢也絕對讓你感到超級實惠 此外,半年內同一人跨境購物不超過6次還可以享免稅 🎁除了台灣之外,港澳、東南亞以及美國和紐澳的癌寶們,都可以輸入股癌限定優惠碼「GOOAYE」享75折優惠 🎄馬上去結帳 https://maac.io/3bTQQ

股癌傳送門:https://linktr.ee/gooaye

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