Klever Talk
GDP成长＋令吉稳定＋旅游年红利！2026马股是否迎来反弹良机？feat.许凯胜
Jan 28, 202615 minS0
<p>马来西亚经济要翻身了吗？2026年预计GDP成长4.5%，令吉也开始走稳，旅游年、基建、政策红利陆续发酵，马股真的有机会起飞？这集我们请来奕丰投资研究部助理经理许凯胜，一起聊聊令吉走势、外资回流、投资板块怎么选，帮你看懂大马经济的关键转折点！<br></p>
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Facebook: https://www.facebook.com/kleverstock.my Instagram: https://www.instagram.com/kleverstock.my Youtube: https://www.youtube.com/@KleverStock KLEVERSTOCK 让您掌握经济趋势，精准传递股市信息! 📱 iOS 用户点此下载：https://bit.ly/kleverstockapp 📱 Android 用户点此下载：https://bit.ly/kleverstockgp 商务合作联系：bong@kleverstock.live
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Signup to Generate a PitchKlever Talk is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
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Klever Talk
<p>马来西亚经济要翻身了吗？2026年预计GDP成长4.5%，令吉也开始走稳，旅游年、基建、政策红利陆续发酵，马股真的有机会起飞？这集我们请来奕丰投资研究部助理经理许凯胜，一起聊聊令吉走势、外资回流、投资板块怎么选，帮你看懂大马经济的关键转折点！<br></p>
Klever Talk
<p>当孩子鼓起勇气对你说出那句「我被霸凌」时，最需要冷静的人，其实是父母。请马来西亚生命线协会社会教育组讲师陈映彤与我们分享，父母在面对孩子被霸凌时，第一步不是责问、也不是安慰，而是先稳住情绪，认真聆听孩子的心声。孩子能开口，代表他已经在信任你；若你慌了，他就更害怕。唯有先听见，才能真正保护。</p>
Klever Talk
<p>当全球关注从矽谷转向东盟，马来西亚正站在中美之间的交汇点上——是战略要地，还是左右为难？过去我们靠出口、低成本与土地优势吸引外资，但如今面对人才流失、创新落后、政策模糊，企业还能怎么突围？本期节目邀请 SOMO 执行董事赫奇，从企业家的视角，深度解析马来西亚的外交战略、FDI趋势、R&D困境与出海机会，看大马能否在东盟洗牌中脱颖而出！<br></p>
Klever Talk
<p>马来西亚正掀起一波数据中心投资热潮，微软、谷歌、亚马逊等科技巨头纷纷进驻。但在这一场看似辉煌的“数字竞赛”背后，我们必须面对更现实的问题：电够不够？水用得起吗？就业机会在哪里？当国家大规模输出资源，换来的究竟是长远红利，还是被掏空的基础？本期专访 iFAST 高级研究分析师周传轩，从能源结构、投资逻辑、政策风险三大面向，深度解析数据中心热潮背后的代价与得失。</p>
Klever Talk
<p>国家银行下调利率、政府宣布通胀受控、经济复苏正进行中——但许多中小企业与零售商面对的却是截然不同的现实：人流回来了，消费却迟迟没跟上；商品卖出了，利润却越来越薄。中国商品持续低价倾销，本地商家被迫应战价格战；电商平台用流量换利润，大量抽走本地通路的生存空间；许多中小企业在“卖得多、赚得少”的循环中苦撑，甚至走向“慢性亏损”。本集我们特别邀请马来西亚零售连锁协会署理会长拿督刘明，从行业前线的视角，深入剖析复苏假象、中国商品倾销、电商平台内卷对本地零售生态带来的冲击。</p>
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