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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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AI泡沫疑慮帶來的股價修正 2026年的基本面、技術面修整
謝金河話投資
6 minutes
2 weeks ago
AI泡沫疑慮帶來的股價修正 2026年的基本面、技術面修整
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 -- 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