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謝金河話投資

股價是競爭力的延伸 台積電養大台灣供應鏈

01 Nov 2025

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從台達電到鴻海,再到緯創、緯穎、國巨、奇鋐、川湖、台光電、鴻勁、致茂、金像電,整個產業就是看競爭力,從競爭力的角度選股,這些有高競爭力的企業會愈來愈強大! 【單集重點】 1. 完整探索被動元件產業 2. 高毛利率公司值得尊敬 3. 市場不在乎高本益比 4. 從競爭力的角度選股 -- Hosting provided by SoundOn

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