賺財富看先探
先探投資週刊由謝金河社長領軍的《先探投資週刊》編輯團隊，帶大家快速掌握市場脈動、追蹤最新產業趨勢及焦點議題！ -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 36 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
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🎯【先探投資週刊】總編輯黃輝明分析：
👉鈣鈦礦效率衝破34.8%！領先矽晶一個世代？馬斯克為何急搶太陽能黑科技
🎯三大關鍵趨勢：
👉馬斯克能源終局：AI算力戰爭背後電力革命
👉技術代差革命：效率34.8%背後的結構顛覆
👉地緣政治升級：日本國策 vs 中國矽晶壟斷
👉台灣軍火庫中，誰具備核心結構性優勢？
==請在留言區告訴您的選擇==
🎯這是下個能源霸權開局？還是另一場產業泡沫？
看好者打「YES」
保守打「NO」
🎯相信【賺財富 看先探】... more
🎯【先探投資週刊】總編輯黃輝明，分析：
👉機器人Optimus量產延後，問題是靈巧手過熱、控制延遲與精度磨損。
👉輝達提供AI大腦、特斯拉打造機器人身體，台廠神經系統關鍵商機。
🎯三大關鍵趨勢：
✅ Optimus延後量產，是新代(7750)精密機械廠長線利多
✅ 毛利率直逼IC設計大廠，新代(7750)一年能賺3個股本
✅ 地緣政治讓新代(7750)取得零關稅優勢，超車國際龍頭
🎯如果您參加機器人產業股神投資大賽
選Ａ：買進獲利超過3個股本的新代，跟著工廠... more
🎯【先探投資週刊】總編輯黃輝明，分析定穎投控(3715)跳升為「AI高階板成長股」：
👉泰國廠大解密，真正卡位AI伺服器是「OAM入場券」
👉毛利下滑是利多？AI產能啟動，EPS三年翻倍試算！
🎯本集重點解析：
👉OAM是什麼？為何毛利遠高於傳統伺服器板？
👉泰國廠毛利下滑為何是利多？ 良率爬坡背後的爆發起點
👉EPS試算模型：若AI產能放量，2026–2027獲利彈性有多大？
🎯您對定穎投控看法如何？看完本集您會選擇，請在留言區留言：
📢覺得定穎會... more
🎯【先探投資週刊】總編輯黃輝明，分析聯電(2303)在AI時代真正定位：
👉新加坡P3廠CPO佈局曝光，本益比10倍老牛股被低估？
👉PB只給1.2倍？為何被制裁中芯能3倍，聯電被市場看錯？
🎯本集重點解析：
👉地緣政治套利：非紅供應鏈的隱形溢價
👉新加坡P3廠：CPO矽光子真正的關鍵基地
👉3D IC 聯盟成形：聯電正在變成平台商
👉估值模型推演：三個劇本看透投資價值
【Facebook粉絲團】
✓先探投資週刊►► reurl.c... more
🎯【先探投資週刊】總編輯黃輝明，深入分析BT載板是重要關鍵：
👉資金追逐ABF載板，真正稀缺是BT載板
👉T-Glass短缺，供應鏈物理極限正中心是景碩(3189)
🎯本集重點解析：
👉T-Glass成為AI時代致命瓶頸
👉AI產能虹吸，BT載板雙重排擠
👉景碩(3189)站在供需失衡的風暴中心
👉景碩(3189)低基期區段，評價有望翻轉
🎯2026年載板大戰，看完本集您會選擇，請在留言區留言：
擁抱模範生欣興？請在留言區打3037
押寶轉機... more
🎯【先探投資週刊】總編輯黃輝明，用供需數據＋政策趨勢拆解地雷
📈 K的上半部：
台積電、AI先進製程，資金高度集中、續創新高
📉 K的下半部：
超過60%上市櫃公司，面臨毛利壓縮、價格戰等等危機
🎯本集重點解析：
👉超過60%上市櫃公司，正走向獲利歸零生存戰。
👉重點不是選哪一檔會漲，先避開不該碰的股票。
👉攤平用錯族群，很可能不是等反彈，而是等淘汰。
🎯 資金該去哪？就在AI供應鏈「供給稀缺」關鍵環節
👉 加入YouTube《先探i投資》鐵... more
🎯【先探投資週刊】總編輯黃輝明深入分析：
👉HAPS偽衛星，補強星鏈最後一哩路
👉HAPS距離更近延遲低、成本更低廉
👉關鍵技術突破是在雷射光通訊
👉二家台廠切入航太級雷射通訊供應鏈
🎯總編輯深度解析台廠受惠股：
✔ 萊德光電-KY(7717)
✔ 大立光轉投資的萊凌科技
📢📢歡迎加入【先探i投資】頻道會員，解鎖更多最新影片。
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
✓ 點我訂閱《先探投資週刊》YouTube... more
🎯【先探投資週刊】總編輯黃輝明深入分析：
👉PCB設備廠打進台積電先進封裝
👉萬潤、牧德、大量拼出設備版圖
👉用ETF式思維布局先進封裝設備
🎯 先進封裝設備特攻隊｜三位關鍵角色
🚩領頭羊｜萬潤（6187）：CoWoS產線核心設備供應商，點膠、貼合、AOI全面卡位。
🚀轉型黑馬｜牧德（3563）：全球PCB AOI龍頭，日月光私募入股打通封測供應鏈。
📈潛力伏兵｜大量（3167）：穩健PCB設備現金牛，切入台積電CMP高門檻量測設備。
📢📢歡迎加入... more
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賺財富看先探 launched 9 months ago and published 36 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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