
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 | 61 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

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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2026年股市兩極化!當飆漲的科技與光通訊股步入高基期修正,沉寂已久的低基期傳產股因內捲緩和、轉虧為盈而迎來逆襲。本集帶您佈局台股下半場的高低基期輪動新機會!
【單集重點】
• 科技與光通訊面臨修正
• 低基期傳產股展開逆襲
• 中國內捲減輕傳產轉盈
• 無人機產業長線看好
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台股高檔挑戰五萬大關前遭遇亂流,受到博通財報不如預期與南韓兩倍槓桿ETF之亂衝擊,引發全球半導體與記憶體股劇烈回檔。在大盤波動之際,市場將進行股價與基本面的修正,本集帶您重新檢視持股,掌握AI外溢效應下的成熟製程與被動元件新契機!
【單集重點】
• 博通財報引發半導體回檔
• 南韓槓桿之亂重挫記憶體
• 聯發科與大立光展現潛力
• 成熟製程新應用走出新天地
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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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Apple Podcasts | #138 |
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謝金河話投資 launched a year ago and published 61 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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