
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 | 32 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

AVGO重挫引爆AI股全面修正,本集解析Broadcom、輝達、PLTR到甲骨文的估值壓力,拆解TPU崛起、GPU降溫與矽光子回檔風險,帶你看懂AI泡沫修正背後,如何為2026年新賽局鋪路。
【單集重點】
1. 黃仁勳意外傷害輝達股價
2. 過高本益導致股價修正
3. 矽光子股可能有回檔壓力
4. 工業電腦兩檔領先指標
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台股邁向 2026,三萬點成市場共識,但真正影響走勢的關鍵在利率變化、AI 機櫃與光通訊需求、日股軍工與半導體崛起。本集帶你快速掌握鴻海、緯穎、台達電等強勢軌跡,並解析明年選股要從成長動能與本益比重估兩大面向著手。
【單集重點】
1. 日經濟出現健康徵兆
2. 光傳輸將扮演要角
3. 鴻海營收九月起放量
4. 從本益比發掘超值好股
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十一月台股震盪中,工具機黑馬「鴻勁」上市成焦點,AI 供應鏈結構也悄悄洗牌。輝達遭 Google、Gemini 3 挑戰,TPU、生醫與光纖概念股紛紛竄升。從全球科技巨頭到台股新贏家,本集帶你掌握 AI 賽道與市場最新趨勢。
【單集重點】
1. 輝達受到谷歌挑戰
2. 市場變化出現新贏家
3. CPO概念股的此消彼長
4. 軍工股題材慢慢發酵
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全球股市在十月大漲後進入修正,記憶體族群暴跌、AI 是否泡沫化再掀疑慮,比特幣重挫更顯示投機資金退潮。然而,這波回檔背後真正關鍵是:哪些產業只是過熱修正、哪些企業基本面仍穩健成長?本集帶你看清市場調整的底層邏輯與下一步風向。
【單集重點】
1. 記憶體股的潰堤跌勢
2. 輝達出現新挑戰
3. 香港科技股回檔的啟示
4. 機櫃效應的贏家
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Apple Podcasts | #192 |
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謝金河話投資 launched 7 months ago and published 32 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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