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謝金河話投資
先探投資週刊
34 episodes
3 days ago
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
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Business
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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
Show more...
Business
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鴻勁一炮而紅的新啟發 盯住AI賽道上的新贏家
謝金河話投資
5 minutes
1 month ago
鴻勁一炮而紅的新啟發 盯住AI賽道上的新贏家
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 -- Hosting provided by SoundOn
謝金河話投資
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