EPISODE · Jan 24, 2026 · 6 MIN
台股的新外溢效應：新的選股思維
from 謝金河話投資 · host 先探投資週刊
黃仁勳CES展點名「記憶體」是AI最大未滿足戰場，引爆全球DRAM與SSD價值重估潮。本集解析台積電資本支出擴大後的「外溢效應」，盤點記憶體、成熟製程與設備股商機，並鎖定達欣工、德律與樺漢等被低估的潛力黑馬。. 【單集重點】 黃仁勳「廚房理論」解析記憶體狂潮 Sandisk與美光股價狂飆的啟示 聯電、世界先進受惠成熟製程外溢 隱藏版黑馬：達欣工、致茂與德律 -- Hosting provided by SoundOn
Embed this episode
NOW PLAYING
台股的新外溢效應：新的選股思維
0:00
6:39
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 謝金河話投資?
This episode is 6 minutes long.
When was this 謝金河話投資 episode published?
This episode was published on January 24, 2026.
Can I download this 謝金河話投資 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!