老謝在先探
先探投資週刊《老謝在先探》由財經名家謝金河親自坐鎮，深度解析全球政經局勢與產業脈動，從台股到國際市場，挖掘潛藏投資契機。節目以獨到觀點、淺顯易懂的解說，帶你看穿市場真相，掌握趨勢先機。無論是投資新手還是資深股民，都能在老謝的精闢分析中找到靈感與方向。每週鎖定《老謝在先探》，讓你的投資視野更開闊，財富布局更精準！ -- Hosting provided by SoundOn
| Publishes | Twice monthly | Episodes | 22 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
【財金文化】董事長謝金河深入分析：
👉從CES到GTC，黃仁勳持續釋放未來AI產業升級訊號是什麼？
🎯本集四大重點解析：
👉黃仁勳GTC再度點火，AI軍備競賽全面升級。
👉台灣供應鏈深入AI核心，從晶片到伺服器全面受惠。
👉最先爆發的是上游，記憶體、光通訊、PCB材料最強。
👉選股關鍵不是追熱門，找技術門檻與基本面支撐公司。
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【財金文化】董事長謝金河深入分析：
👉美國攻打伊朗變局，怎麼影響全球資本市場？
👉中東荷姆茲海峽為何牽動油價與股市走勢？
🎯本集重點解析：
👉中東地緣政治風險升高，資本市場劇烈震盪
👉荷姆茲海峽遭封鎖，衝擊能源供應與金融市場
👉油價持續攀升推升通膨，對經濟形成重大壓力
👉台股中基本面穩健公司，有機會脫穎而出。
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【財金文化】董事長謝金河訪談【遠雄航空自由貿易港區】董事長葉鈞耀深入解析產業趨勢：
👉遠雄港(5607)建設發展，如何成為台灣最大進出口物流轉運中心？
👉遠雄港(5607)進出口占比、空海聯運、倉租加值，未來營運展望。
🎯本集重點解析：
👉台灣出口規模6,409億美元，遠雄港進出口貨量占比驚人
👉園區聚集電子與AI重量客戶，零組件密度高、周轉速度快
👉自貿港加值飛輪，零組件進來及加工出口收兩次費用
👉AI電子業景氣帶動，貨量獲利就越像飛輪一樣加速
🎯歡迎... more
【財金文化】董事長謝金河深入分析：
👉三國對立背後的戰略邏輯與決策關鍵
👉台灣在國際選邊格局戰略位置與機會
🎯本集重點解析：
👉世界大格局美中角力，每國都被迫選邊
👉新地緣政治選對？選錯？攸關國家命運
👉哪些產業在國際洗牌，變成最大受惠者
👉國際產業鏈對抗中，台灣所處戰略機會
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Apple Podcasts | #183 |  Taiwan/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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Which podcasts are similar to 老謝在先探?
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How many episodes of 老謝在先探 are there?
老謝在先探 launched 9 months ago and published 22 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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