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 | 19 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
【財金文化】董事長謝金河深入分析：
👉三國對立背後的戰略邏輯與決策關鍵
👉台灣在國際選邊格局戰略位置與機會
🎯本集重點解析：
👉世界大格局美中角力，每國都被迫選邊
👉新地緣政治選對？選錯？攸關國家命運
👉哪些產業在國際洗牌，變成最大受惠者
👉國際產業鏈對抗中，台灣所處戰略機會
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
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【財金文化】董事長謝金河深入分析：
👉台積電指製程能力和定價策略，長期毛利率56%以上是可能
👉台積電2026年資本支出達560億美元，展現AI前景超級樂觀
🎯本集重點解析：
👉台積電走美設廠是因為有生意才去的
👉台積電獲利上升更善盡到對社會責任
👉台積電推動台灣在地化供應鏈火車頭
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
✓ 點我訂閱《先探i投資》YouTube頻道 reurl.cc/gYdGjL
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【財金文化】董事長謝金河深入分析：
👉2026年投資圍繞AI與半導體供應鏈，地緣政治升溫，軍工國防可能成焦點
👉漲幅過大高基期個股，提高風險意識，留意低基期、產業結構轉變的個股
🎯本集重點解析：
👉AI仍是主線：2026依舊是「AI基建／配備」推動產業週期。
👉高基期警報：2025飆太多股票，2026再漲難度高、風險更大。
👉新風口趨勢：軍工國防＋生技，政策與地緣局勢成為新焦點。
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more
🎯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
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Apple Podcasts | #88 |  Taiwan/Business/Investing |
Apple Podcasts | #214 | Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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老謝在先探 launched 7 months ago and published 19 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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