由《先探投資週刊》總主筆黃啟乙主持，邀請產業分析師、上市櫃公司老闆、投資達人和業界名人等，在輕鬆詼諧的訪談中，掌握最新市場脈動與投資契機。
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Podcast Overview
由《先探投資週刊》總主筆黃啟乙主持，邀請產業分析師、上市櫃公司老闆、投資達人和業界名人等，在輕鬆詼諧的訪談中，掌握最新市場脈動與投資契機。 -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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Publishing Since
2/1/2024
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Recent Episodes
July 5, 2026
台股高檔遇亂流 重新檢視基本面，調整持股【乙哥聊天室 EP222】
台股高檔挑戰五萬大關前遭遇亂流，受到博通財報不如預期與南韓兩倍槓桿ETF之亂衝擊，引發全球半導體與記憶體股劇烈回檔。在大盤波動之際，市場將進行股價與基本面的修正，本集帶您重新檢視持股，掌握AI外溢效應下的成熟製程與被動元件新契機！ 【單集重點】 博通財報引發半導體回檔 南韓槓桿之亂重挫記憶體 聯發科與大立光展現潛力 成熟製程新應用走出新天 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
June 26, 2026
股市持續創新高 AI的世界將超過想像【乙哥聊天室 EP221】
AI浪潮帶動台日韓股市創高，這是一場繼蒸汽機、電力後人類文明的重大革命！2026年AI運算中心投資將逼近兆元，產業正從基礎建設邁向落地應用，未來世界的一流企業將由能充分運用AI的贏家勝出。同時，台灣硬體與工業電腦實力厚實，在非紅供應鏈趨勢下，更可望與美國深化合作，成為全球軍工無人機與新興應用的核心生產基地。 【單集重點】 1. AI引領台日韓股市創高 2. 2026年AI基建投資逼近兆元 3. 研華與樺漢展現多頭力量 4. 台灣無人機出口季創新高 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
June 21, 2026
台灣正打造AI的生態系! 運輸暢旺，反應AI的繁榮【乙哥聊天室 EP220】
美中對抗重塑全球供應鏈，台灣在台積電領軍下，成功排除中國打造出最完整的AI生態系，推動經濟與出口飛躍增長。相較於中國三大機場與航空股股價跌入谷底、反應供應鏈瓦解，台灣的航運樞紐反而迎來空前繁榮。本集深入解析華航、長榮航及遠雄港如何受惠於AI產品的強勁物流需求，營收頻創歷史新高，成為觀察台灣AI產業與出口景氣的最強溫度計！ 【單集重點】 1. 非紅供應鏈移往台灣 2. 台灣打造獨有AI生態系 3. 中國機場股價崩跌露裂痕 4. 航空與自貿港業績創高 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
69 total episodes available
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Huang Chi-I
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