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談股論金

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by 先探投資週刊

111 episodes
Updated Daily
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Podcast Overview

《先探投資週刊》總編輯黃輝明,與總主筆黃啟乙,每周分享最新一期出刊的先探雜誌,帶大家快速掌握市場脈動、追蹤最新產業趨勢及焦點議題!看先探、搶先賺! ◎如果你想要掌握先探編輯團隊深入的產業脈動分析、挖掘波段潛力股,歡迎訂閱pressplay【先探贏家—先探精選】https://bit.ly/3fvvvNg ◎最新出刊消息請至《先探投資週刊》官網 http://weekly.invest.com.tw/ ◎歡迎隨時關注《先探投資週刊》臉書 https://www.facebook.com/weeklyfans -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>

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Publishing Since

3/23/2024

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Recent Episodes

Episode thumbnail for 矽島下的設備股十年大運【談股論金 EP126】

July 3, 2026

矽島下的設備股十年大運【談股論金 EP126】

AI 資本支出迎來全面爆發,推動半導體設備市場蓬勃發展!全球前段晶圓與後段測試設備皆由七大巨頭絕對壟斷。面對地緣政治引發的全球本土製造建廠潮,先進封裝與極致測試需求大增,本集帶您看懂設備業的長期價值與台廠新契機! 【單集重點】 五大業者壟斷前段 各國建廠帶動設備 先進封裝需求龐大 測試設備單價提升 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

Episode thumbnail for 老店翻新傳產變科技 塑化、化纖、玻璃...跨界成長【談股論金 EP125】

June 26, 2026

老店翻新傳產變科技 塑化、化纖、玻璃...跨界成長【談股論金 EP125】

面對中國產能紅海與AI新機遇,台灣老牌傳產啟動深度轉型,擺脫低價競爭。台塑、南亞、台化、新纖與台玻等巨頭,挾帶龐大資本與研發底蘊,強攻半導體材料、特用化學品與AI高階電子材料,將傳統製程升級為高階科技關鍵解方,實質翻轉獲利結構,開啟資本市場評價新篇章! 【單集重點】 1. 傳產由量轉質迎AI 2. 南亞台化強攻電子材 3. 新纖雙氧水打入晶圓鏈 4. 台玻Low DK布供AI -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

Episode thumbnail for 大象轉身  老電子AI復仇記【談股論金 EP124】

June 19, 2026

大象轉身 老電子AI復仇記【談股論金 EP124】

老牌電子廠靠多年累積的技術與資本實力,將過去在消費電子與面板時代的經驗進行跨維度升級,強勢迎來AI復仇記!本集深度拆解聯發科、聯電、世界先進、群創及友達等大廠的AI轉型之路,並聚焦前股王大立光如何跨越手機鏡頭紅海,透過鈮酸鈦快充電池、碳化矽、光纖雷射等多角化布局,進而以微稜鏡與多排堆疊FAU黑科技進軍AI資料中心矽光子與CPO市場,引領公司從蘋果光邁入AI光通訊新紀元! 【單集重點】 1. 老電子轉型迎AI第二春 2. 手機鏡頭遇規格放緩逆風 3. 多角跨界布局尋新動能 4. 終極武器鎖定CPO矽光子 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

111 total episodes available

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Frequently asked questions

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What is 談股論金?

《先探投資週刊》總編輯黃輝明,與總主筆黃啟乙,每周分享最新一期出刊的先探雜誌,帶大家快速掌握市場脈動、追蹤最新產業趨勢及焦點議題!看先探、搶先賺!

◎如果你想要掌握先探編輯團隊深入的產業脈動分析、挖掘波段潛力股,歡迎訂閱pressplay【先探贏家—先探精選】https://bit.ly/3fvvvNg

◎最新出刊消息請至《先探投資週刊》官網 http://weekly.invest.com.tw/

◎歡迎隨時關注《先探投資週刊》臉書 https://www.facebook.com/weeklyfans

-- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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