金庫密碼
軍師小葉金庫密碼
| Publishes | Weekly | Episodes | 42 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Number of Listeners | Categories | EducationBusiness |
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Latest Episodes
今天這集節目，軍師我要帶大家來挖一檔超級有意思的寶藏股。大家平常走在路上，如果看到「化工廠」或者「做材料的」公司，第一印象是什麼？是不是覺得黑灰黑灰的，好像就是傳統產業，股價大概就像心電圖一樣平平的，沒什麼搞頭？如果你今天還是抱持著這種刻板印象，那你真的會錯過一個正在我們台灣悄悄上演的超狂辨身大秀。
今天的主角，股票代號 3708，它叫做「上緯投控」。在我們深入聊這家公司之前，大家先在腦海裡想像一個畫面：一個原本在幫工廠刷防鏽漆的純樸老實人，突然有一天脫下工作服，換上高科技裝備，跑去幫未來世界... more
今天這集節目，小葉要帶大家來挖寶。我們要聊的這家公司，你可能在光華商場買電腦的時候沒注意過它的招牌，但你電腦裡面的晶片，搞不好就是它賣出來的。這家公司叫做「威健實業」，股票代號 3033 。
講到半導體通路商，很多沒有財經概念的網友可能會想：「啊？不就是個中盤商嗎？不就是個跑腿送貨的？」欸！如果你現在還這樣想，那你真的是錯過了一個超級大金礦！威健早在 1977 年就成立了 ，這幾十年下來，它早就已經不是那種傳統「低買高賣」的貿易商了 。
今天，軍師小葉就要用最簡單的人話，帶大家拆解這家正在經... more
各位，這幾天的新聞真的是比八點檔還要刺激啊！大家還記得我們台灣才剛在2026年2月12日，歡天喜地跟美國簽了一個「互惠貿易協定」嗎 ？
結果才過了一個禮拜多，美國政壇就上演了一齣驚天大逆轉！2026年2月20日，美國最高法院以 6 比 3 的票數，直接判定前總統川普用那個什麼《國際緊急經濟權力法》（簡稱 IEEPA）來收「對等關稅」，是違法的 ！這顆震撼彈一砸下來，全球貿易秩序瞬間大亂 。
最高法院的大法官到底說了什麼？大法官們認為，這個 IEEPA 法案，本來是授權給總統用來應付「不尋常... more
今天我們要聊的這家公司，代號 6830，名字叫做「汎銓」。聽到這兩個字，很多人可能以違是賣全聯那種生鮮超市的親戚，還是什麼傳統產業。錯！大錯特錯！這家公司可是現在最夯、最潮的半導體界「名偵探柯南」，或者是你可以把它想像成晶片界的「皇家御用健檢中心」。
為什麼小葉我要特別挑這家公司來講呢？因為最近AI不是很紅嗎？大家都知道台積電很厲害，知道輝達（NVIDIA）很囂張，但你們知不知道，這些大老闆在研發那些強到像外星科技的晶片時，背後有一個不可或缺的「隱形軍師」是誰？沒錯，就是我們今天的主角—汎銓科... more
Reviews
- 軍師太讚啦
內容非常扎實非常多的細節，還有不同的觀點讓我學習很多
Apple Podcasts5夢者
Taiwan9 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #149 | Taiwan/Education |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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金庫密碼 launched a year ago and published 42 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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