跟著我擇機入市-陳唯泰
選股教練選股教練陳唯泰，秉持不欺騙、不發廢文、不譁眾取寵的3不原則，把股票投資當做一門重要的功課，跟各位分享自身觀察到的投資機會。 最新消息在這裡： linkgoods.com/moandfrog 部落格 moandfrog.pixnet.net/blog -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 37 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Number of Listeners | Categories | InvestingBusinessEducation |
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Latest Episodes
錄製日期 20260607
2026年Q3，第一波的RTX spark的筆電跟桌機，有可能會進入消費市場。
從DGX Spark到RTXSpark ，輝達要通吃AI模型，
哪些台灣的零組件才會是真正的受惠者？
按照黃金分割率，對照想低接的股票，
哪個點位可能是接下來可以去觀察的呢
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沉寂已久的前股王大立光，
近期股價不但站上五年新高，
成交量也透露出市場對其態度出現改變。
大立光近年做了什麼改變？投資人又該如何看待？
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(錄製時間2026.05.25)
5/25攻上漲停板，請大家不要追高！！！
群創從面板產業跨到半導體跟先進封裝。
轉型算是相當成功，
甚至有可能會搭上下一個世代AI的浪潮。
今年年初
大尺寸面板的報價開始出現止跌回升，
在中長線持續看多的情況之下，
如果股價有在去做拉回的話，
應該要逢低站在買方。
目前它現在的產能利用率，
一直維持在相對的高檔，
製程的良率也很高。
除了FOPLP的產能爆發，
還有三個最主要的應用：
低軌衛星、車用半導體、A... more
台北股市上市櫃公司，
四月份營收已經完全公告，
仍然交出非常亮眼的成績單。
在創新高家數縮減的情況，
出現什麼狀況，股價會快速拉回？
有哪些個股其實股價則是相對委屈？
除了AI與伺服器供應鏈、
記憶體族群、
先進封裝與材料、
還順勢連動到哪些族群？
在史上最強的4月台股當中，
龍頭指標台積電，
為何罕見出現躍度衰退？
最後選出15檔
1. 連續3個月年月雙增
2.成交量沒有明顯萎縮還大於一萬張
3.近三天三大法人買超1000張
並觀察指... more
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Apple Podcasts | #57 |  Taiwan/Business/Investing |
Apple Podcasts | #176 | Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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| Household Income | Social Media Reach | ||||
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跟著我擇機入市-陳唯泰 launched a year ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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