
《先探投資週刊》總編輯黃輝明,與總主筆黃啟乙,每周分享最新一期出刊的先探雜誌,帶大家快速掌握市場脈動、追蹤最新產業趨勢及焦點議題!看先探、搶先賺! ◎如果你想要掌握先探編輯團隊深入的產業脈動分析、挖掘波段潛力股,歡迎訂閱pressplay【先探贏家—先探精選】bit.ly/3fvvvNg ◎最新出刊消息請至《先探投資週刊》官網 weekly.invest.com.tw/ ◎歡迎隨時關注《先探投資週刊》臉書 www.facebook.com/weeklyfans -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 99 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessInvesting |

本集鎖定 2026 年金融市場最受矚目的盛事——SpaceX 的 IPO 奇航 。估值衝破 1.5 兆美元的 SpaceX 不僅是技術領航者,更帶動 Rocket Lab、Planet Labs 等太空概念股集體價值重估 。隨著阿提米絲計畫重返月球,以及「非紅供應鏈」政策發酵,太空產業已從燒錢的創新科技,正式蛻變為具備「造血能力」的獲利資產,帶您掌握這波跨越星辰的財富契機 !
【單集重點】
1. SpaceX 上市指標效應
2. 供應鏈獲利進入爆發期
3. 地緣政治與非紅商機
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AI 算力競賽引爆光通訊需求,磷化銦(InP)憑藉超高速傳輸與直接能隙特性,從獨立元件晉升為「矽光子的心臟」。本集深度解析輝達戰略投資後的產業巨變,探討台廠如何在全球料源斷供危機中,靠著技術路徑轉型與非紅供應鏈重組,搶占從資料中心到低軌衛星的萬億商機!
【單集重點】
1. 光通訊戰略物資 InP
2. 非紅供應鏈加速重組
3. CW 雷射成台廠新跑道
4. 應用版圖延伸至太空
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全球金融市場進入動盪盤整,從川普對伊朗的強硬表態到聯準會降息路徑的鷹派轉向,投資者該如何安放資金?本集深度拆解台股大盤與櫃買指數的分歧走勢,並揭開「高殖利率」背後的真實陷阱:為何能填息才是真獲利?我們將剖析貿聯-KY與華碩等指標股,教您在高評價時代,精準鎖定具備轉型動能與穩定現金流的優質白馬股!
【單集重點】
1. 通膨壓力延燒與能源風險
2. 聯準會官員對降息立場分歧
3. 櫃買指數中小型股走勢強勁
4. 選股首重填息能力與成長性
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地緣政治硝煙再起,中東戰雲密布引發通膨隱憂,但市場真正的目光全鎖定在輝達 GTC 大會!本集深入剖析在戰事干擾下,具備「耐震DNA」的強勢產業,從台積電先進製程到 IC 設計漲價潮,帶您掌握在動盪局勢中,依然能逆勢突圍、甚至挑戰 EPS 破百元的兆元市值潛力股!
【單集重點】
1. 地緣戰火與油價指標
2. 輝達 GTC 救全村
3. 台股百元 EPS 俱樂部
4. IC 設計醞釀漲價潮
5. 低軌衛星與高殖利率
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Apple Podcasts | #152 |
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談股論金 launched 2 years ago and published 99 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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