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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

PublishesWeeklyEpisodes47Foundeda year ago
Language
Korean
Number of ListenersCategory
Business

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本集深度解析 2026 年川普 2.0 時代下的全球股市動盪。當美以聯軍與油價波動引發市場驚嚇,台股憑藉強大的科技硬體與半導體上游製造展現韌性。我們將帶您深入興櫃市場尋寶,拆解高明鐵、山太士如何從傳產轉身切入 CPO 與半導體核心供應鏈,並盤點台積電與 SpaceX 體系下,哪些「小而美」的高成長股正準備翻滾成大樹!

【單集重點】

1. 科技硬體上游領航

2. 記憶體與光傳輸反彈

3. 興櫃小而美黑馬點名

4. 太空與半導體新勢力

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中東戰雲與 AI 軟體股空頭重挫全球股市,台股進入中段整理 。當美股科技七雄轉弱,台灣硬體製造上游端仍昂首前行 。本集帶您直擊台積電供應鏈中的「神山後備部隊」,從力積電轉骨契機到興櫃市場中隱藏的萬元股潛力,挖掘動盪局勢下的精準選股密碼 !

【單集重點】

1. 全球股市進入緩跌修正

2. AI 領航股出現洗牌訊號

3. 台積電上游硬體端強韌

4. 興櫃市場隱藏後備部隊

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全球股市因中東局勢陷入震盪,當權值股紛紛回檔修正,聰明資金正悄悄轉向熱力四射的「興櫃市場」!本集帶您深入這場資訊不對稱的財富大戰,揭開探針卡、AOI 檢測與特用化學品如何在台積電供應鏈下「小樹變大樹」。從單周暴漲的創新服務到驚人的記憶體獲利數據,我們將拆解興櫃戰場的傳奇與伏兵,助您在波動中挖掘下一個翻倍機會!

【單集重點】

1. 中東戰火衝擊全球股市回測

2. 台達電市值反超鴻海近一兆

3. 探針卡與 AOI 族群興櫃爆發

4. 台積電供應鏈市值十年看漲

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本集深度解析二○二六年三月中東局勢對全球股市的衝擊。當「斬首行動」遇上荷姆茲海峽封鎖,油價如何成為多空風向球?在台股三萬點保衛戰中,我們將帶您鎖定 AI 軍備競賽下最強悍的科技上游產業,從 HBM、矽光子到 PCB 漲價潮,挖掘隱身在興櫃市場中的黑馬奇兵!

【單集重點】

1. 地緣政治戰略變局

2. AI 上游硬體領漲

3. PCB 與銅箔基板趨勢

4. 興櫃市場黑馬搜查

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1. 財訊 《Wealth Magazine》
2. 老謝在先探
3. 鈔錢部署|盧燕俐
4. 財經一路發
5. 寶島全世界

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謝金河話投資 launched a year ago and published 47 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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