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 | 27 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusinessEducation |
Listen to this Podcast
Latest Episodes
【下集】
現在記憶體股已經漲成這樣了，
我們還可不可以去買？
現在在右下角的有哪些？
除了記憶體的個股之外，
有沒有ETF可以讓我們去做投資？
台灣記憶體產業核心公司
顆粒廠-南亞科 華邦電
模組廠-威剛 創見 宇瞻 十銓
通路商-大聯大 擎亞 至上
封裝測試-力成 南茂 華泰 福懋科
控制IC- 群聯 祥碩
記憶體相關ETF
有提到
00947
00911
00891
00830
00892
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【上集 】
分享美國、韓國、中國、台灣的記憶體產業的發展與競合關係。
在全球的記憶體版圖上面，台灣扮演什麼樣的角色？
各自的強項是什麼？依賴其他國家哪些部分？
還有，未來三年記憶體的發展情境，
到2028年AI的需求跟應用依舊繁榮嗎？
投資機會可能在哪些廠商？
【下集】預告
唯泰老師會針對我們在今天所講的
這些所謂的未來的情境發展，
還有三大受惠的族群，
去針對我們的相關個股去做篩選，
還有包含記憶體的個股的ETF。
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【下集】
2026年半導體成熟製程投資策略比較
聯電：價值回歸
世界先進：報價動量
力積電：轉機逆襲
進場節奏、風險控管
PS 錄製日期 2026/02/03
- - - - - - - ------
【上集】
成熟製程三雄：聯電、世界先進、力積電的超級比一比
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【上集】
聯電、世界先進、力積電齊步走強，
成熟製程三雄為何成為資金新寵？
過去這種所謂標準型的製程，
面臨到中國產能的紅海競爭，
但是接下來，
特殊製程正在成為下一世代AI跟電動車的關鍵推手….
PS 錄製日期 2026/01/25
- - - - - - -- - - - - - -- - - -
2025/9/21
嫁妝股選出聯電(公開版影片)
【老爸的嫁妝股介紹】
www.pres... more
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Apple Podcasts | #241 |  Taiwan/Business/Investing |
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跟著我擇機入市-陳唯泰 launched a year ago and published 27 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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