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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

PublishesWeeklyEpisodes116Founded2 years ago
Language
Chinese (Traditional)
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

經歷七月大修正與去槓桿化洗禮,全球市場逐漸回歸基本面!本集節目帶您解析全球股市震盪後的籌碼變化,並鎖定財報表現亮眼的台積電、智邦與華碩等績優股,從重挫評價中搶先卡位低估值買點!

【單集重點】

• 股市去槓桿籌碼沉澱

• 財報考驗高估值個股

• 台積電展現抗跌力道

• 智邦華碩業績創新高

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全球股市高檔震盪,科技巨頭加大資本支出壓縮現金流,引發市場去槓桿疑慮。本集節目帶您解析美科技股財報效應與記憶體籌碼動向,並鎖定基本面極佳的官股金控、CPU代理商與電源管理IC族群,掌握台股低檔尋寶最佳策略!

【單集重點】

• 科技巨頭資本支出衝擊

• 韓記憶體引發市場震盪

• 官股銀行發揮抗跌力道

• CPU與電源IC潛力大

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台積電大幅上修資本支出與營收成長率,確立二奈米及先進封裝強勁需求!全球CSP雲端巨頭擴大投資,順利驅動AI晶片成長,龐大資金活水更將一路傳導,全面帶動設備、材料與廠務工程等本土供應鏈迎來長線成長衝擊!

【單集重點】

• 台積電上修資本支出

• 雲端巨頭擴大投資

• 聚焦先進製程封裝

• 本土供應鏈全受惠

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AI算力爆發讓先進封裝成核心戰場!本集拆解從InFO、CoWoS外溢潮,到混合鍵合與玻璃基板的四波技術革命,看台灣供應鏈如何築起護城河!

【單集重點】

• 封裝技術奠定商業基石

• 高端算力引爆產能外溢

• 混合鍵合邁向立體堆疊

• 玻璃基板成新長線戰場

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1. 謝金河話投資
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5. 就是愛玩股

How many episodes of 談股論金 are there?

談股論金 launched 2 years ago and published 116 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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