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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

PublishesWeeklyEpisodes64Foundeda year ago
Language
Chinese (Traditional)
Number of ListenersCategory
Business

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Artwork for 謝金河話投資

Latest Episodes

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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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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  • 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
    Taiwan3 months ago

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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. 老謝在先探
3. 財經一路發
4. 鈔錢部署|盧燕俐
5. 下班經濟學

How many episodes of 謝金河話投資 are there?

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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