老謝在先探
先探投資週刊《老謝在先探》由財經名家謝金河親自坐鎮，深度解析全球政經局勢與產業脈動，從台股到國際市場，挖掘潛藏投資契機。節目以獨到觀點、淺顯易懂的解說，帶你看穿市場真相，掌握趨勢先機。無論是投資新手還是資深股民，都能在老謝的精闢分析中找到靈感與方向。每週鎖定《老謝在先探》，讓你的投資視野更開闊，財富布局更精準！ -- Hosting provided by SoundOn
| Publishes | Twice monthly | Episodes | 16 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
🎯AI讓記憶體重回主流、供需循環關鍵轉折，投資人如何掌握成長機會。
🎯Google TPU＋Broadcom強勢，掌握先進製程產能分配權台積電角色。
📌本集精華重點：
👉海力士、三星、鎧俠、美光，帶動美日韓股市大漲。
👉HBM擠壓產能，推升DDR3/DDR4/DDR5/Flash全面漲價。
👉台灣記憶體族群股價後勢，有實質基本面支撐。
👉NVIDIA GPU vs Google TPU，誰是二者通吃受惠
👉AI將從雲端走向Edge，落地後下一波機會在哪裡... more
📌【財金文化】董事長謝金河深入分析：
👉OpenAI蓋AI帝國，HBM、半導體設備受惠。
👉台積電CoWoS、智慧研磨、除泡泡關鍵製程。
👉新應材（4749）、台特化拿下關鍵特用化學
👉國巨（2327）併購實力與經營層差異。
📌老謝重要提醒：
✅ AI路上「不要掉隊」，股價被時代拋棄很難再起。
✅ 緊抓台積電在地供應鏈體系，小兵也能變千金股。
✅ 中興以人才為本，永擎模式是台灣企業的典範。
✅ 併購精打細算，國巨吃對公司才能放大綜效。
📢📢加入... more
📌財金文化董事長謝金河深入分析：
👉AI泡沫還是超級機會？算力到電力布局完整剖析！
👉AI巨頭權力洗牌！OpenAI×輝達×AMD聯盟重構賽道！
👉AI產業新能量，從GPU到核電發展，算力決定國力！
👉AI超級聯盟，老謝點名台灣供應鏈潛在贏家。
📢📢10月起加入【先探i投資】頻道會員，搶先觀看最新影片，掌握最新投資訊息。
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
✓ 點我訂閱《先探投資週刊》YouTube頻道 https:/... more
📌財金文化董事長謝金河深入分析：
👉輝達、OpenAI與甲骨文三方結合供應鏈。
👉OpenAI成為全球科技生態中樞節點重要。
👉AI廠資本循環鏈，背後產業邏輯與機會。
👉全球供應鏈的重新洗牌，台廠誰占先機。
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
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Apple Podcasts | #121 |  Taiwan/Business/Investing |
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Which podcasts are similar to 老謝在先探?
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How many episodes of 老謝在先探 are there?
老謝在先探 launched 6 months ago and published 16 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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