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
| Publishes | Weekly | Episodes | 40 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
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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黃仁勳CES展點名「記憶體」是AI最大未滿足戰場，引爆全球DRAM與SSD價值重估潮。本集解析台積電資本支出擴大後的「外溢效應」，盤點記憶體、成熟製程與設備股商機，並鎖定達欣工、德律與樺漢等被低估的潛力黑馬。.
【單集重點】
• 黃仁勳「廚房理論」解析記憶體狂潮
• Sandisk與美光股價狂飆的啟示
• 聯電、世界先進受惠成熟製程外溢
• 隱藏版黑馬：達欣工、致茂與德律
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台股站上三萬點！2026年確立「強者恆強」趨勢，台積電與AI供應鏈營收噴發。軍工、低軌衛星接棒成新主流，鎖定高成長龍頭，精準掌握獲利關鍵。
【單集重點】
1. 台股會爬到多高？
2. 機櫃集中化的走勢
3. 營收大成長就成了飆股
4. 中國衛星股開始狂漲
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2025年台股在台積電與AI供應鏈領軍下，漲幅躋身全球前段班，但也造就了強勢股年線乖離過大的風險。展望2026新賽局，市場資金將從高本益比個股撤出，轉向尋找「低基期」與「剛翻越年線」的潛力股。本集將運用「老人與狗」理論，解析如何避開過熱股，精準鎖定具業績支撐的補漲新星。
【單集重點】
• 2025強勢總結：台積電市值暴增12.3兆，帶動伺服器、散熱、矽光子及特化族群狂飆，造就29檔千元股的歷史紀錄。
• 技術面修正警訊：許多飆股（如台光電、奇鋐）年線乖離過大，2026年恐面臨基本面檢視... more
回顧二○二五年的「川普年」，全球股市在關稅震盪後再創新高，ＡＩ成為決定勝負的主賽道。本集從美中科技競賽、太空與電力、記憶體大時代，到台股ＡＩ贏家，帶你掌握二○二六年的投資主軸。
【單集重點】
1. 算力推上太空成為顯學
2. 中國傾全力拚ＡＩ
3. 進入記憶體的大時代
4. 重電股會否捲土重來？
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2025 年台股在 AI 驅動下創高震盪，歲末雖遭 Fed、AI 龍頭股修正衝擊，仍快速回穩。本集回顧 AI、ETF、金融與軍工產業輪動，並前瞻 2026 年新主戰場與潛力轉機股。
【單集重點】
1. 甲骨文露出了破綻
2. 歲末衝擊很快一掃而過
3. ＥＴＦ漸顯威力
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謝金河話投資 launched 9 months ago and published 40 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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