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美國半導體拉攏南韓 台灣軍工產業亮眼 美廠組團參訪催動商機｜老謝開講 EP118 episode artwork

EPISODE · May 12, 2023 · 14 MIN

美國半導體拉攏南韓 台灣軍工產業亮眼 美廠組團參訪催動商機｜老謝開講 EP118

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#老謝開講​​ #謝金河 #財訊 # 繼韓國總統後，菲律賓總統小馬可仕也訪問美國，選邊站意味濃厚，日韓和解，東亞美國勢力集結中。另一方面產業鏈去中化持續發酵，地緣政治對亞洲國家、及企業的影響，全世界都在關注。 美連續強力升息後果浮現，通膨受到控制但是全球需求降溫，景氣繼續冷，中國五一長假不見疫後經濟復甦，台灣科技廠也開始放無薪假，對半導體產業影響尤為明顯。接下來台股操作的重心宜回歸基本面，有政策加持的軍工、航太、造船業，即將迎來下個黃金年代。 《各節重點》 00:00 精彩片段 00:05 開場 00:19 日韓菲選邊站 東亞美國隊集結中 02:39 供應鏈移轉對亞洲國家、企業的影響 03:25 美聯續強升息 後座力漸漸浮現 07:42 全球景氣未見曙光 半導體需求續冷 08:16 台股利空環繞 投資回歸基本面 軍工、造船、航太受青睞 13:22 回答網友提問 ★ 商業合作請洽 [email protected]，或撥專線 (02)25512561轉249。 ★ 更多老謝獨家觀點，可訂閱《老謝財經茶水間》👉 https://lihi1.com/i1Zxe 製作｜財訊雙週刊 企劃｜財訊雙週刊 攝影｜吳尚哲 剪輯｜曾維欣 後製｜曾維欣 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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美國半導體拉攏南韓 台灣軍工產業亮眼 美廠組團參訪催動商機｜老謝開講 EP118

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This episode was published on May 12, 2023.

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