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誰能脫穎而出? 台股的下半場賽局【謝金河話投資 EP67】 episode artwork

EPISODE · Aug 29, 2026 · 5 MIN

誰能脫穎而出? 台股的下半場賽局【謝金河話投資 EP67】

from 謝金河話投資 · host 先探投資週刊

台股歷經大回檔後強彈近六千點!半年報出爐後市場重新洗牌,本集解析資本支出如何打破景氣循環慣性,帶您鎖定下半場真正具競爭力的黑馬股。 【單集重點】 資本支出扭轉循環 南亞科成記憶體首選 CSP推升台廠營收 封測與零組件黑馬竄出 -- Hosting provided by SoundOn

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誰能脫穎而出? 台股的下半場賽局【謝金河話投資 EP67】

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