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 | 58 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
面對全球AI泡沫化的示警，科技巨頭蘇姿丰、黃仁勳等人淡定戳破謠言，直言AI大浪才剛開始。全球資本市場重心仍聚焦記憶體，並進一步擴散至成熟製程半導體、功率半導體、MOSFET及IC設計等供應鏈生態。台灣作為AI軍備競賽的核心國家，資金正一棒接一棒演繹大輪動，唯有掌握接棒者才是當前選股的核心！
【單集重點】
1. AI像棒球賽剛開局
2. 全球重心仍在記憶體
3. 成熟製程靠AI大翻身
4. 功率元件接棒AI賽道
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博通漂亮財報引發市場蝴蝶效應，美股與亞洲半導體、記憶體族群面臨多空交戰劇烈震盪。然而AI軍備競賽方興未艾，被動元件與老牌AI廠逆勢翻身。最受矚目的SpaceX正式掛牌上市，雖財報虧損但市值驚人，更排除中港投資、點名台灣「非紅供應鏈」，為資本市場與台鏈台廠掀起跨時代的洗牌大浪！
【單集重點】
1. 博通財報蝴蝶效應
2. 台股多空交戰震盪
3. 記憶體修正王者回歸
4. SpaceX上市台鏈迎商機
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博通財報引發蝴蝶效應，費半重挫拖累全球科技股超漲回整。然而AI列車並未熄火，本次利空實為多殺多引發的漲多修正，只要緊盯五月營收與個別公司基本面承載力，台股大跌將是再次進場的絕佳機會！
【單集重點】
1. 博通引發費半大殺戮
2. AI未熄火屬漲多修正
3. 記憶體光通訊面臨拉回
4. CPO千元股基本面存疑
5. 台積電低點皆是好買點
6. PCB回收與循環經濟崛起
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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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- 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 Podcasts1建臺中學學弟
Taiwan2 months ago
Chart Rankings
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Apple Podcasts | #221 | Taiwan/Business |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
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謝金河話投資 launched a year ago and published 58 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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