謝金河話投資
先探投資週刊財經趨勢大師謝金河精闢剖析全球與兩岸財經議題！ -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 44 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
本集深度解析二○二六年三月中東局勢對全球股市的衝擊。當「斬首行動」遇上荷姆茲海峽封鎖，油價如何成為多空風向球？在台股三萬點保衛戰中，我們將帶您鎖定 AI 軍備競賽下最強悍的科技上游產業，從 HBM、矽光子到 PCB 漲價潮，挖掘隱身在興櫃市場中的黑馬奇兵！
【單集重點】
1. 地緣政治戰略變局
2. AI 上游硬體領漲
3. PCB 與銅箔基板趨勢
4. 興櫃市場黑馬搜查
--
Hosting provided by SoundOn
中東戰火延燒，荷姆茲海峽封鎖推升百元油價，這正是牽動三月股市回檔的最敏感指標！本集帶大家輕鬆懂理財，在亂流中找買點，解析台積電、記憶體與CPO族群的修正，並挖掘二月營收逆勢創高的抗跌黑馬！
【單集重點】
1. 波灣戰火推升百元油價
2. 油價成股市回檔指標
3. 台積電與AI硬體迎買點
4. 聚焦二月營收創高股
--
Hosting provided by SoundOn
地緣政治巨變！美以聯手精準打擊伊朗，改變中東戰略格局，科技戰成為國家命運關鍵。本集解析這場「史詩之怒」如何牽動全球資本市場，並帶您深入探討AI軟體業的危機、記憶體族群的修正，以及台股萬元股領航下的新投資契機！
【單集重點】
1. 地緣政治新局
2. AI軟體業大洗牌
3. 韓股狂飆與記憶體修正
4. 台股權值與高價股爭輝
--
Hosting provided by SoundOn
馬年台股開紅盤再創新高，但AI權值股拉回，資金轉向哪裡？本集解析南韓HBM狂熱帶動的記憶體擴散效應，點名MCU與電源管理IC補漲行情，並挖掘低軌衛星與軍工股的長線轉機！
【單集重點】
1. AI權值股拉回
2. 記憶體漲價蔓延
3. 低軌衛星續旺
4. 軍工股轉機現
--
Hosting provided by SoundOn
馬年台股迎雙重順風！川普喊話美股看漲、日相高市勝選助攻台灣，AI與記憶體雖短線修正但長多不變。本集解析SpaceX上市帶動的低軌衛星商機，以及關稅定錨後軍工與機械業的轉機！
【單集重點】
1. 美日政局神助攻
2. AI軟硬體兩樣情
3. 記憶體合理修正
4. 低軌衛星新亮點
--
Hosting provided by SoundOn
介紹: 2026年開局驚奇！AI帶動記憶體狂潮，韓股與台股創新高，台積電衝上1835元。但黃金、白銀與比特幣卻在元月出現暴跌反轉。本集將深度剖析記憶體、載板及低軌衛星三大熱點，並從原物料崩跌中示警投資人留意超漲風險。
【單集重點】
1. AI與記憶體領軍狂飆
2. 台股四大新核心崛起
3. 商品與虛擬幣崩跌警訊
4. 操作策略與風險提示
--
Hosting provided by SoundOn
歲末年終，大老闆談話成為市場風向球。技嘉葉培城與廣達林百里看好自家股價，但富邦金蔡明興的「魚尾巴理論」更引人深思，示警勿追高熱門股，建議轉向低基期與落後補漲股。本集將解析這波「外溢效應」下，低軌衛星、軍工及傳統產業如何接棒演出。
【單集重點】
1. 魚尾巴理論示警
2. 低基期股大反攻
3. SpaceX 商機爆發
4. 軍工與設備潛力
--
Hosting provided by SoundOn
黃仁勳CES展點名「記憶體」是AI最大未滿足戰場，引爆全球DRAM與SSD價值重估潮。本集解析台積電資本支出擴大後的「外溢效應」，盤點記憶體、成熟製程與設備股商機，並鎖定達欣工、德律與樺漢等被低估的潛力黑馬。.
【單集重點】
• 黃仁勳「廚房理論」解析記憶體狂潮
• Sandisk與美光股價狂飆的啟示
• 聯電、世界先進受惠成熟製程外溢
• 隱藏版黑馬：達欣工、致茂與德律
--
Hosting provided by SoundOn
Key Facts
Similar Podcasts
People also subscribe to these shows.
Top Business Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About 謝金河話投資
Where can I find podcast stats for 謝金河話投資?
Rephonic provides a wide range of podcast stats for 謝金河話投資. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 謝金河話投資 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 謝金河話投資 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 謝金河話投資, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 謝金河話投資?
Rephonic provides comprehensive predictive audience data for 謝金河話投資, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 謝金河話投資 have?
To see how many followers or subscribers 謝金河話投資 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to 謝金河話投資?
These podcasts share a similar audience with 謝金河話投資:
1. 今周大耳朵
2. 下班經濟學
3. 聽天下：天下雜誌Podcast
4. 吳淡如人生實用商學院
5. 天下文化‧相信閱讀
How many episodes of 謝金河話投資 are there?
謝金河話投資 launched 10 months ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 謝金河話投資?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 謝金河話投資?
Rephonic pulls ratings and reviews for 謝金河話投資 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 謝金河話投資?
Rephonic provides full transcripts for episodes of 謝金河話投資. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.