
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 | 64 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

全球股市迎來劇烈修正!受海力士與三星過度槓桿及槓桿 ETF 影響,記憶體概念股遭遇大幅回檔。本集深入解析記憶體與被動元件的基本面差異,帶您鎖定資本支出擴張的台積電、南亞科等關鍵台廠,在 AI 大調整時代中精準尋找逢低佈局的投資契機!
【單集重點】
• 槓桿過度引發南韓熔斷
• 韓股記憶體暴跌潮
• 修正技術基本面乖離
• 財報登場尋找亮點股
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Hosting provided by SoundOn
全球股市迎來劇烈修正!受海力士與三星過度槓桿及槓桿 ETF 影響,記憶體概念股遭遇大幅回檔。本集深入解析記憶體與被動元件的基本面差異,帶您鎖定資本支出擴張的台積電、南亞科等關鍵台廠,在 AI 大調整時代中精準尋找逢低佈局的投資契機!
【單集重點】
• 槓桿過度引發南韓熔斷
• 被動元件炒作悲劇
• 南亞科資本支出擴張
• 資本支出指引選股方向
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Hosting provided by SoundOn
台股遭遇狂風暴雨般大跌,受台積電法說會指引、南韓記憶體高槓桿斷頭及熱門題材股超漲修正衝擊!本集深度解析市場大調整背後的真相,帶您從基本面尋找低檔拉回後的最佳長線佈局機會!
【單集重點】
• 台股重措與台積電指引
• 韓股記憶體槓桿斷頭
• 熱門題材股股價腰斬
• 基本面選股逢低佈局
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Hosting provided by SoundOn
台股下半場震盪加劇,AI與CPO強勢股因跑贏基本面而面臨激烈修正!本集帶您檢視季報效應下的「老人與狗」行情,並提前佈局下半年潛力股:鎖定政策加持的無人機軍工產業,以及迎來非紅供應鏈轉機的成熟製程半導體!
【單集重點】
• AI與CPO股激烈修正
• 季報揭曉檢視基本面
• 無人機與軍工股崛起
• 成熟製程迎非紅轉機
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Hosting provided by SoundOn
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謝金河話投資 launched a year ago and published 64 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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