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台股關鍵的下一步 五窮六絕的新機會 episode artwork

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

Episode metadata supplied by the publisher feed · Published May 16, 2026

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台股關鍵的下一步 五窮六絕的新機會

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