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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

PublishesWeeklyEpisodes41Founded9 months ago
Language
Korean
Number of ListenersCategory
Business

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Artwork for 謝金河話投資

Latest Episodes

馬年台股開紅盤再創新高,但AI權值股拉回,資金轉向哪裡?本集解析南韓HBM狂熱帶動的記憶體擴散效應,點名MCU與電源管理IC補漲行情,並挖掘低軌衛星與軍工股的長線轉機!

【單集重點】

1. AI權值股拉回

2. 記憶體漲價蔓延

3. 低軌衛星續旺

4. 軍工股轉機現

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馬年台股迎雙重順風!川普喊話美股看漲、日相高市勝選助攻台灣,AI與記憶體雖短線修正但長多不變。本集解析SpaceX上市帶動的低軌衛星商機,以及關稅定錨後軍工與機械業的轉機!

【單集重點】

1. 美日政局神助攻

2. AI軟硬體兩樣情

3. 記憶體合理修正

4. 低軌衛星新亮點

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介紹: 2026年開局驚奇!AI帶動記憶體狂潮,韓股與台股創新高,台積電衝上1835元。但黃金、白銀與比特幣卻在元月出現暴跌反轉。本集將深度剖析記憶體、載板及低軌衛星三大熱點,並從原物料崩跌中示警投資人留意超漲風險。

【單集重點】

1. AI與記憶體領軍狂飆

2. 台股四大新核心崛起

3. 商品與虛擬幣崩跌警訊

4. 操作策略與風險提示

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歲末年終,大老闆談話成為市場風向球。技嘉葉培城與廣達林百里看好自家股價,但富邦金蔡明興的「魚尾巴理論」更引人深思,示警勿追高熱門股,建議轉向低基期與落後補漲股。本集將解析這波「外溢效應」下,低軌衛星、軍工及傳統產業如何接棒演出。

【單集重點】

1. 魚尾巴理論示警

2. 低基期股大反攻

3. SpaceX 商機爆發

4. 軍工與設備潛力

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Hosting provided by SoundOn

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1. 財訊 《Wealth Magazine》
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謝金河話投資 launched 9 months ago and published 41 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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