倡導投資理財的觀念,努力投資,回饋社會!
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by 陳重銘
倡導投資理財的觀念,努力投資,回饋社會! -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
Language
🇨🇳
Publishing Since
11/21/2020
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June 2, 2026
Podcast EP641 大盤不回頭,投資心法大公開 今年從3萬到4.5萬,越漲越怕,越怕又越漲。2027年再上5萬點、2028年上6萬點會是比較健康的。 AI長線趨勢確立,短線波動難免,投資人可定期定額布局,可是AI股雞犬升天,把明後年的都漲完了,還有機會嗎? 目前AI鋼需確定,加上台積電長期看好,大盤大跌不易,最有可能以盤代跌。 「高股息股」也是可以布局的,收益比定存好,「AI股」加上「高股息股」,會是投資人的配置。 今年預期不會降息的環境下,尤其通膨、升息隱憂都對債券不利。 =============== 輕鬆存股APP IOS : <a href="https://reurl.cc/lz3kzQ">https://reurl.cc/lz3kzQ</a> 輕鬆存股APP 安卓 : <a href="https://reurl.cc/0KYgKl">https://reurl.cc/0KYgKl</a> --------------- 不Buy教主唯一投資交流Line社群 : <a href="https://glx.tw/6hTDVX">https://glx.tw/6hTDVX</a> =============== 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast:<a href="https://reurl.cc/6l329V">https://reurl.cc/6l329V</a> 📍Spotify podcast:<a href="https://reurl.cc/k0eXM9">https://reurl.cc/k0eXM9</a> 📍Google podcast:<a href="https://reurl.cc/d53D88">https://reurl.cc/d53D88</a> 📍KKBOX podcast:<a href="https://reurl.cc/LdEObK">https://reurl.cc/LdEObK</a> 📍聽眾贊助連結:<a href="https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4">https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4</a> -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

May 31, 2026
Podcast EP640 高力(8996)最近一年股價漲了1000元,還可以投資嗎? AI 伺服器 GB200 大量出貨,散熱系統也將升級,2025年7月在「不敗存股術APP」,跟大家分享高力(8996)這一檔股票,最近一年股價漲了1000元,開心。 由於晶片規格升級,導致 AI 機櫃單位耗電量從 20kW 大幅提升至 80kW 以上,傳統氣冷散熱系統已經不敷使用,預估未來液冷散熱架構的滲透率將快速攀升。 綜觀台股供應鏈,主要散熱股包含雙鴻(3324)、奇鋐(3017)、富世達(6805),不過還有另一家比較少人關注,之前有出現在 7 月份選股清單的高力(8996),將做為今天的主題。 展望高力(8996)未來營運,隨著 AI 資料中心對用電需求大幅攀升,各國紛紛立法要求增加用電效率,因此在更高耗能的 GB200 放量出貨下,將帶動液冷散熱滲透率提升。另外 Bloom Energy 與 AEP(美國電力公司)簽署 1GW 的發電設備供應協議,將同步增加燃料電池需求。最後則是熱交換器產品,長期受惠歐洲替代能源政策,2025 年結束去庫存後有望重啟拉貨。 =============== 輕鬆存股APP IOS : https://reurl.cc/lz3kzQ 輕鬆存股APP 安卓 : https://reurl.cc/0KYgKl --------------- 不Buy教主唯一投資交流Line社群 : <a href="https://glx.tw/6hTDVX">https://glx.tw/6hTDVX</a> =============== 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast:https://reurl.cc/6l329V 📍Spotify podcast:https://reurl.cc/k0eXM9 📍Google podcast:https://reurl.cc/d53D88 📍KKBOX podcast:https://reurl.cc/LdEObK 📍聽眾贊助連結:<a href="https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4">https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4</a> -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

May 28, 2026
Podcast EP639 《富媽媽 窮媽媽》第三章(2):把內褲穿在外面,當超人啊! 2001年7月我考上教職後,8月就辭職在家,每天早上帶著即將就讀小一的大女兒,到游泳池玩水跟學游泳,炙熱的太陽把她曬成小黑人。下午我繼續回到出版社,離職前我有一本書寫到一半,我必須將它完成。 後來老闆問我這段期間的薪水該怎麼算?我搖搖手說算了,畢竟我過去上班時也是有偷偷讀書,才可以考上公立學校的,心懷感激。老闆看我這樣有情有義,就聘請我當顧問,我也因此可以多寫幾本書來賺版稅。有時候人跟人之間不要太計較,雙贏才是最好的。 =============== 陳重銘《富媽媽窮媽媽》加碼課程推出! 5200+學員實戰好評,這套方法,讓資產自動長大!Podcast聽眾專屬🎉結帳輸入【pod300】再折$300 現在就加入,把陳老師的億級富腦袋帶回家 👉<a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkFxald4RDdwb3dDS185U3RKYkVBTkhncEZYd3xBQ3Jtc0ttQW12dHZXUmNkYndON2tyak9hUjhPQUlDTHg2LWFMTEZLZ3l0WE43NTRDRXJBbHFkOXY2V3RMX3lBRWxpQlYzTVdfczZzY0ZjU3I4OENuZ0s0cTZKYWFWSWx2d1lhQkRjM0JxZHM1NHlOekduMDliQQ&q=https%3A%2F%2Fcmy.tw%2F00CSg4&v=RtNocmE7ODg"> </a><a href="https://cmy.tw/00D268">https://cmy.tw/00D268</a> =============== 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast:<a href="https://reurl.cc/6l329V">https://reurl.cc/6l329V</a> 📍Spotify podcast:<a href="https://reurl.cc/k0eXM9">https://reurl.cc/k0eXM9</a> 📍Google podcast:<a href="https://reurl.cc/d53D88">https://reurl.cc/d53D88</a> 📍KKBOX podcast:<a href="https://reurl.cc/LdEObK">https://reurl.cc/LdEObK</a> 📍聽眾贊助連結:<a href="https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4">https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4</a> -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
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倡導投資理財的觀念,努力投資,回饋社會!
-- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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