EPISODE · May 16, 2026 · 5 MIN
台股關鍵的下一步 五窮六絕的新機會
from 謝金河話投資 · host 先探投資週刊
五月財報揭露，正是檢視「本夢比」的時刻！當市場憧憬的 CPO 與散熱族群因業績未達預期而面臨股價修正，投資人該如何從「老人與狗」效應中，尋找鴻海、華碩等具備實質底蘊且評價相對委屈的落後補漲標的？ 【單集重點】 1. 財報檢視本夢比修正 2. Intel 挑戰台積電霸權 3. 大市值股鴻海補漲力強 4. 留意低基期光通訊潛力股 -- Hosting provided by SoundOn
What this episode covers
五月財報揭露，正是檢視「本夢比」的時刻！當市場憧憬的 CPO 與散熱族群因業績未達預期而面臨股價修正，投資人該如何從「老人與狗」效應中，尋找鴻海、華碩等具備實質底蘊且評價相對委屈的落後補漲標的？ 【單集重點】 1. 財報檢視本夢比修正 2. Intel 挑戰台積電霸權 3. 大市值股鴻海補漲力強 4. 留意低基期光通訊潛力股 -- Hosting provided by SoundOn
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台股關鍵的下一步 五窮六絕的新機會
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Frequently Asked Questions
How long is this episode of 謝金河話投資?
This episode is 5 minutes long.
When was this 謝金河話投資 episode published?
This episode was published on May 16, 2026.
What is this episode about?
五月財報揭露，正是檢視「本夢比」的時刻！當市場憧憬的 CPO 與散熱族群因業績未達預期而面臨股價修正，投資人該如何從「老人與狗」效應中，尋找鴻海、華碩等具備實質底蘊且評價相對委屈的落後補漲標的？
【單集重點】
1. 財報檢視本夢比修正
2. Intel 挑戰台積電霸權
3. 大市值股鴻海補漲力強
4. 留意低基期光通訊潛力股
--
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