談股論金
先探投資週刊《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 | 89 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
Listen to this Podcast
Latest Episodes
台積電正式邁入3.0新世代！2026年資本支出狂飆至560億美元，確立全球AI晶片霸主地位。2奈米良率達70%完勝對手，掌握絕對定價權，外資目標價更高喊至2330元，先進製程根留台灣，供應鏈將迎來黃金成長期。
【單集重點】
1. 台積電3.0：AI世代的絕對定價權
2. 2奈米良率與報價大揭密
3. 資本支出創高，設備股受惠
4. 外資看好目標價挑戰2330元
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2026 CES 雙雄競速！輝達強攻實體 AI 與機器人，超微佈局邊緣運算普及化。隨著 AI 正式走入物理世界，龐大算力需求將引爆台灣硬體供應鏈新一波紅利，預告智慧新時代來臨。
【單集重點】
1.BlueField-4記憶管理能力
2.從雲端到邊緣運算
3.三大層面改變人類生活
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回顧2025年，台積電與AI領軍台股創下29,009點新高，但市場強弱分明，資金高度集中，僅三分之一個股上漲。展望2026，記憶體因缺貨潮成為新焦點，航太則是非AI首選。本集將解析台積電挑戰兩千元的實力、主動型ETF的優勢，助您避開消費性電子雷區，精準佈局。
【單集重點】
• 資金集中化顯著：2025年雖然指數大漲，但上市櫃下跌家數超過1200家，市值前50大名單已全被AI股占據。
• 新興強勢族群：記憶體產業因AI推論需求大增，預期缺貨至2027年；主動型ETF績效亮眼，報酬率大幅超越... more
2026年IFRS 17正式上路，壽險投資邏輯全面翻轉。本集解析為何選股從賺差價走向領股息，評價重心轉向淨值與CSM，並拆解壽險資金看好的AI用電、高現金流與大型權值股新方向。
【單集重點】
1. 淨值成長比ＥＰＳ更重要
2. 看好ＡＩ用電需求
3. 高現金流量列布局重點
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Apple Podcasts | #204 |  Singapore/Business/Investing |
Apple Podcasts | #219 |  Taiwan/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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1. 財訊 《Wealth Magazine》
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談股論金 launched 2 years ago and published 89 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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