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 | 101 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
台積電法說會亮眼，首季獲利創新高。雖然資本支出維持原區間，但營收目標上修至三成以上，顯示 AI 需求強勁。台積電憑藉 3 奈米擴張與 A14 進程，建構競爭對手難以跨越的技術護城河，帶動上游靶材、矽晶圓與廠務設備商機全面爆發，成為台股位階躍升的領航者。
【單集重點】
1. 台積電法說財報完美解析
2. AI 算力推升先進製程需求
3. 上游靶材與矽晶圓迎大單
4. 廠務及系統工程訂單破千億
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AI 基礎建設進入白熱化軍備競賽，算力勝負不再只看 GPU ！本集深度解析承載精密晶片的「隱形骨幹」——印刷電路板 (PCB) 產業的技術變革 。從 M7 到次世代 M9 等級材料的全面升級，到 HVLP4 銅箔帶來的製程挑戰，帶您掌握 PCB 族群複製記憶體飆漲力道的投資密碼 ！
【單集重點】
1. PCB 價值重估邏輯
2. CCL 三雄材料升級
3. HVLP 銅箔技術門檻
4. 高層板製程贏家
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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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Apple Podcasts | #182 |  Taiwan/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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How many episodes of 談股論金 are there?
談股論金 launched 2 years ago and published 101 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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