七月大狂殺之後 八月財報尋找亮點【謝金河話投資 EP64】 episode artwork

EPISODE · Aug 8, 2026 · 7 MIN

七月大狂殺之後 八月財報尋找亮點【謝金河話投資 EP64】

from 謝金河話投資 · host 先探投資週刊

全球股市迎來劇烈修正!受海力士與三星過度槓桿及槓桿 ETF 影響,記憶體概念股遭遇大幅回檔。本集深入解析記憶體與被動元件的基本面差異,帶您鎖定資本支出擴張的台積電、南亞科等關鍵台廠,在 AI 大調整時代中精準尋找逢低佈局的投資契機! 【單集重點】 槓桿過度引發南韓熔斷 韓股記憶體暴跌潮 修正技術基本面乖離 財報登場尋找亮點股 -- Hosting provided by SoundOn

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七月大狂殺之後 八月財報尋找亮點【謝金河話投資 EP64】

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