金庫密碼
軍師小葉金庫密碼
| Publishes | Twice weekly | Episodes | 32 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Number of Listeners | Categories | EducationBusiness |
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今天這集節目非常特別，為什麼呢？因為我們今天要聊的這家公司，它的故事簡直就是一部好萊塢等級的勵志電影。如果這家公司是一個人，那他大概就是那種，原本在班上默默無聞、坐在角落玩橡皮擦，甚至還差點被留級的同學，結果過了幾年同學會一看，哇塞！人家已經辨成穿著亞曼尼西裝、開著跑車的科技新貴了。
沒錯，今天我們要深度剖析的主角，代號3013，晟銘電。就是我們今天故事的核心。一個關於「熱」與「冷」的戰爭，以及一家做鐵皮屋起家的公司，怎麼靠著幫 AI 巨獸「洗冷水澡」，從醜小鴨辨成了天鵝。
哈囉大家好，歡迎來到《金庫密碼》，我是專門幫大家在股市迷宮裡找出口的——軍師小葉！
各位聽眾，今天我們要聊的這家公司，真的是台股裡的「奇葩」。如果你去問路人：「欸，你知道勤美是做什麼的嗎？」
有人會跟你說：「喔！我知道，就台中那個很文青、很多草地、很多正妹在遛狗的勤美誠品嘛！」
但如果你去問一個開修車廠的師傅，他可能會說：「勤美喔？做汽車零件鑄造的啦，黑手起家的啦！」
然後你去問房地產仲介，他會說：「勤美？那是蓋豪宅的建商欸，房子貴得要死！」
奇怪了，這到底是三間不同的公司，還是我... more
今天我們就用很生活、很白話的方式，陪大家把幾個問題講清楚：
* AI 到底是革命還是泡沫？
* 經濟數據到底在暗示什麼？
* 現在是不是崩跌段的前菜、還是主菜已經上桌？
* 最重要的：你手上的部位，到底要砍、要抱、還是要慢慢換股？
就當作你跟軍師小葉一起喝茶，邊吐槽市場，邊把操作邏輯修正好。
今天我們要聊的這家公司，老、中、青三代都聽過，但你可能不知道，它最近居然「活過來了」。
沒錯，主角就是——中華工程（2515），簡稱「中工」。
這家公司就像台灣營建界的資深老兵。從高速公路、科學園區、捷運到AI園區，只要你開車經過一條筆直的橋、看到一棟玻璃帷幕大樓，有很大機率是中工蓋的。
但你知道嗎？這個老兵，現在居然開始「玩雲宇宙」。
近幾年，中工發現：「再怎麼蓋，也不如自己當地主。」
所以他們開始「資產活化」，簡單講就是：
不只幫人蓋，還要自己蓋給自己賺。
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
Taiwan4 months ago
Top Education Podcasts
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| Listeners per Episode | Gender Skew | Location | |||
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金庫密碼 launched 5 months ago and published 32 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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