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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

PublishesWeeklyEpisodes26Founded6 months ago
Language
Korean
Number of ListenersCategory
Business

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Artwork for 謝金河話投資

Latest Episodes

AI晶片革命席捲全球,南韓、日本、台股齊飆!從HBM到散熱、封測、PCB,全線啟動新多頭時代,誰將成為下一個飆股主角?

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1. 日美測試龍頭大展神威

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從台達電到鴻海,再到緯創、緯穎、國巨、奇鋐、川湖、台光電、鴻勁、致茂、金像電,整個產業就是看競爭力,從競爭力的角度選股,這些有高競爭力的企業會愈來愈強大!

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AI革命推升全球股市創高,台股由台積電、台達電領軍再寫新天價。晶片與記憶體股掀起長多行情,鴻海、緯創、國巨等潛力股布局新局,投資焦點正轉向下一波AI供應鏈機會。

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1. AI的力量愈來愈大

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川普再度出招,宣布對中國加徵 100% 關稅,全球股市瞬間跳水,費半重挫逾 6%。然而市場很快回穩,AI 熱潮持續燃燒,OpenAI、輝達、AMD 帶動半導體股再創高。這期節目帶你解析川普政策對台股的短期影響、AI 泡沫疑慮,以及台灣半導體與記憶體族群的下一步走勢。

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1. 川普的路數人盡皆知?

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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. 財訊 《Wealth Magazine》
2. 今周大耳朵
3. 鈔錢部署|盧燕俐
4. 財經一路發
5. 下班經濟學

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謝金河話投資 launched 6 months ago and published 26 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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