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 | 22 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
AI浪潮席捲全球，內捲風暴同時升溫！輝達、Intel、台積電引領新一輪算力革命，
台股九月強勢上攻，資金熱度不減，本集帶你看清誰是AI贏家、誰陷產業寒冬。
【單集重點】
1.被中國內捲的產業變慘業
2.ＡＩ帶來產業新革命
3.記憶體股比價拉升
4.對炒股票公司保持觀望
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台股在台積電領軍下突破 26,000 點，半年飆漲近 9,000 點，市場樂觀與懼高並存。AI 軍備競賽推升半導體股，美中巨頭加碼投資，Nvidia、Intel、台積電齊漲，記憶體與 PCB 族群也跟進火熱。然而漲勢背後，泡沫疑慮與回檔壓力隨之升溫。本集帶你解析台股衝關三萬的契機與風險，誰是真正的大贏家，誰又可能成為下一個泡沫警訊？
【單集重點】
1.這一波半導體股大贏家
2.記憶體股上漲有理？
3.鴻海轉大人的要件
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Hosting provided by SoundO... more
在川普年，關稅驚嚇讓全球股市一度重挫，但如今各大市場卻紛紛創新高！本集Podcast將帶你回顧這段戲劇性的市場翻轉：從日經指數的50%大反彈，到南韓股市成為全球最亮眼明星，再到台股市值超越南韓、直逼全球前八。AI、半導體、軍工與記憶體族群接力領漲，資金潮推升全球大市值企業不斷膨脹。面對驚嚇化為驚喜的行情，投資人該如何分辨務實與務虛？這一集，一起拆解市場密碼。
【單集重點】
1. 台股市值在全球坐九望八
2. 美股科技七雄實力極大化
3. 記憶體族群一哄而上
4. 尋找低基期軍工... more
四分之三航程，關稅震撼後全球股市談判中狂飆，美股四指數創高；台股在台積電、台達電領軍續寫新頂，韓日港陸輪動起舞。AI與PCB火熱但基期升高。本集解析誰接棒、鴻海能否成主角，以及高檔行情的風險控管。
【單集重點】
1. 中日韓股市皆驚艷
2. 寒武紀搖身變中國版輝達
3. 股價基期高 風險上升
4. 聯華是隱藏版實力企業
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Apple Podcasts | #215 |  Taiwan/Business |
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1. 財訊 《Wealth Magazine》
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謝金河話投資 launched 5 months ago and published 22 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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