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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

PublishesWeeklyEpisodes55Foundeda year ago
Language
Korean
Number of ListenersCategory
Business

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Artwork for 謝金河話投資

Latest Episodes

台股五月在黃仁勳與蘇姿丰等科技巨頭加持下打破「五窮六絕」魔咒,加權指數大漲近一五%。同時,Dell 股價噴出,宣告 AI 革命從雲端正式走向地端,不僅照亮老牌 AI 供應鏈與記憶體族群的輝煌行情,高算力需求更意外催生出循環經濟股的黑馬崛起機會!

【單集重點】

1. 五窮不窮台股五月長紅

2. 地端革命照亮老牌AI股

3. 記憶體與半導體漲勢未歇

4. 高算力催生循環經濟黑馬

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台股挺過五二○修正後,在超微供應鏈及被動元件領軍下再創歷史新高!本集節目將帶您透視高達十七檔的「兆元市值俱樂部」大洗牌,並跟隨聯發科與欣興等大廠布局腳步,深入廢棄物回收、資源再生及半導體利基市場,挖掘尚未被發現的潛力大黑馬!

【單集重點】

1. 台股大漲再創歷史新高

2. 聯發科躍升市值第二大

3. 資源回收利基市場大熱

4. 點序工控爆發力可注意

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五月中旬第一季財報截止揭露,正是檢視「作夢行情」真面目的時刻!雖然在AI加持下台股長線看好,四月營收更創下5.3兆新紀錄,但許多熱門飆股因股價跑太快而面臨修正壓力。本集節目將深度解析大市值飆股回檔、散熱與光通訊產業的規則改變,並帶您掌握異軍突起的記憶體通路黑馬與安全標的!

【單集重點】

1. 第一季財報揭曉熱門股修正

2. 輝達降價改變散熱族群規則

3. 光通訊產業面臨老人與狗效應

4. 記憶體通路商首季財報大放異彩

5. 擁擠交易潛藏高本益比風險

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五月財報揭露,正是檢視「本夢比」的時刻!當市場憧憬的 CPO 與散熱族群因業績未達預期而面臨股價修正,投資人該如何從「老人與狗」效應中,尋找鴻海、華碩等具備實質底蘊且評價相對委屈的落後補漲標的?

【單集重點】

1. 財報檢視本夢比修正

2. Intel 挑戰台積電霸權

3. 大市值股鴻海補漲力強

4. 留意低基期光通訊潛力股

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  • 政治立場明顯

    不夠客觀,偏頗某政黨,專業市場內容不足,請多做功課

    Apple Podcasts
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    建臺中學學弟
    Taiwan24 days ago

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1. 財訊 《Wealth Magazine》
2. 今周大耳朵
3. 財經一路發
4. 鈔錢部署|盧燕俐
5. 寶島全世界

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謝金河話投資 launched a year ago and published 55 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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