EPISODE · Mar 20, 2026 · 6 MIN
超級強勢股 既耐震又能逆勢突破的DNA！ 【談股論金 EP111】
from 談股論金 · host 先探投資週刊
地緣政治硝煙再起，中東戰雲密布引發通膨隱憂，但市場真正的目光全鎖定在輝達 GTC 大會！本集深入剖析在戰事干擾下，具備「耐震DNA」的強勢產業，從台積電先進製程到 IC 設計漲價潮，帶您掌握在動盪局勢中，依然能逆勢突圍、甚至挑戰 EPS 破百元的兆元市值潛力股！ 【單集重點】 1. 地緣戰火與油價指標 2. 輝達 GTC 救全村 3. 台股百元 EPS 俱樂部 4. IC 設計醞釀漲價潮 5. 低軌衛星與高殖利率 -- Hosting provided by SoundOn
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超級強勢股 既耐震又能逆勢突破的DNA！ 【談股論金 EP111】
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