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謝金河話投資

沒有三兩三,不能過梁山 AI帶給產業生態的巨變

22 Nov 2025

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Fed 可能不再降息、AI 被質疑成泡沫、新台幣升值壓力升高,台股該怕還是該抱?先探投資週刊謝金河社長,以第三季財報與本業獲利,帶你看穿雜訊,找出真正有底氣的公司。 【單集重點】 1. 股價大漲產生乖離過大 2. 從季報看企業本業獲利 3. 有無AI相助差很大 4. 本業獲利才是股價的延伸 -- Hosting provided by SoundOn

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