<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0">
  <channel>
    <title>台灣財經 Podcast 摘要總整理｜最強散戶投資情報站</title>
    <description>整理台灣財經 Podcast 的每集重點、提到股票、產業主題與投資觀念，幫投資人快速掌握市場敘事。</description>
    <link>https://podcast-investment-notes.vercel.app/</link>
    <language>zh-TW</language>
    <item>
      <title>財女珍妮 0508 摘要｜美股下跌還能買嗎？ANET、DDOG、FTNT 怎麼看</title>
      <description>整理財女珍妮 2026/05/08 直播重點：美股轉弱後，ANET、DDOG、FTNT 財報如何反映 AI 基礎建設、軟體與資安需求。</description>
      <pubDate>Fri, 08 May 2026 00:00:00 GMT</pubDate>
      <link>https://podcast-investment-notes.vercel.app/jenny/2026-05-08-anet-ddog-ftnt</link>
      <guid isPermaLink="true">https://podcast-investment-notes.vercel.app/jenny/2026-05-08-anet-ddog-ftnt</guid>
    </item>
    <item>
      <title>財女珍妮 0507 摘要｜財報好不漲，ETN、COHR、ARM 怎麼看</title>
      <description>整理財女珍妮 2026/05/07 直播重點：財報好但股價不漲、半導體估值過熱、ETN、COHR、ARM 與部位管理。</description>
      <pubDate>Thu, 07 May 2026 00:00:00 GMT</pubDate>
      <link>https://podcast-investment-notes.vercel.app/jenny/2026-05-07-earnings-good-not-up</link>
      <guid isPermaLink="true">https://podcast-investment-notes.vercel.app/jenny/2026-05-07-earnings-good-not-up</guid>
    </item>
    <item>
      <title>股癌 EP658 摘要｜暴力回報後的冷靜思考、AI 敘事與記憶體缺貨</title>
      <description>整理股癌 EP658 本集重點、提到股票與市場主題，包括台積電、聯發科、NVIDIA、Google、ASIC、AI 敘事、先進封裝與記憶體缺貨。</description>
      <pubDate>Sat, 02 May 2026 00:00:00 GMT</pubDate>
      <link>https://podcast-investment-notes.vercel.app/gooaye/ep-658-ai-memory-asic</link>
      <guid isPermaLink="true">https://podcast-investment-notes.vercel.app/gooaye/ep-658-ai-memory-asic</guid>
    </item>
    <item>
      <title>股癌 EP657 摘要｜台積電資金流、Intel EMIB 與 AI 裝置想像</title>
      <description>整理股癌 EP657 本集重點，包括台積電資金流、Intel EMIB 封裝良率、記憶體、被動元件、AI 裝置與槓桿紀律。</description>
      <pubDate>Thu, 30 Apr 2026 00:00:00 GMT</pubDate>
      <link>https://podcast-investment-notes.vercel.app/gooaye/ep-657-taiwan-semiconductor-intel-emib</link>
      <guid isPermaLink="true">https://podcast-investment-notes.vercel.app/gooaye/ep-657-taiwan-semiconductor-intel-emib</guid>
    </item>
    <item>
      <title>股癌 EP656 摘要｜台積電資金重配、CPU 題材與 TPU 供應鏈</title>
      <description>整理股癌 EP656 本集重點，包括台積電投信持股上限、ETF 資金重配、CPU 題材、TPU 供應鏈與中小型股輪動。</description>
      <pubDate>Sun, 26 Apr 2026 00:00:00 GMT</pubDate>
      <link>https://podcast-investment-notes.vercel.app/gooaye/ep-656-tsmc-etf-cpu-tpu</link>
      <guid isPermaLink="true">https://podcast-investment-notes.vercel.app/gooaye/ep-656-tsmc-etf-cpu-tpu</guid>
    </item>
  </channel>
</rss>