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 | 24 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessInvesting |
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【財金文化】董事長謝金河深入分析：
👉AI鏈擴張出口暴增，推動台股市值超越英國，躍升全球第六大市場。
🎯本集四大重點解析：
👉AI引爆：台積電毛利率衝上66%、EPS上看百元
👉從封測到設備全面受惠，AI產業鏈集體升級
👉台股市值正式超越英國，指數挑戰4萬到5萬點
👉資金從轉向ETF與權值股，市場進入強者恆強
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【財金文化】董事長謝金河深入分析：
👉不是台積電而已！台股底氣全面揭密：187家公司狂賺，AI正在撐盤。
🎯本集四大重點解析：
👉全體上市櫃淨利達4.53兆，寫下史上最強基本面
👉187家公司賺超過一個股本，體質大幅升級
👉獲利結構從單一龍頭，轉向整體企業群強勢成長
👉2025年獲利上看5.99兆，台股進入AI長多循環
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【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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Apple Podcasts | #201 |  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 10 months ago and published 24 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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