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兆華與股惑仔

兆華與股惑仔

Business:Investing

EP399｜大跌就大買，但是買什麼？台幣短期再貶很難，櫃買市場先透露線索？Q2財報、下半年展望、法人買盤，已經在準備Q3結帳行情！ft.盈利投資董事長 鍾國忠

EP399｜大跌就大買，但是買什麼？台幣短期再貶很難，櫃買市場先透露線索？Q2財報、下半年展望、法人買盤，已經在準備Q3結帳行情！ft.盈利投資董事長 鍾國忠

2023-08-17
Download Right click and do "save link as"
大跌就大買，但是買什麼？台幣短期再貶很難，櫃買市場先透露線索？Q2財報、下半年展望、法人買盤，已經在準備Q3結帳行情！ -------- 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險。 -- Hosting provided by SoundOn
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More Episodes

EP1043｜台股逼近35000點！為何台韓與美股脫鉤？關稅架構下，GDP預估還要往上？載板、矽光子無極限，能追？還有誰沒漲到？ft.國泰證期 蔡明翰
2026-02-25
EP1042｜馬年開紅盤，川普關稅違法怎看，台股該喜還憂？載板、矽光子、玻纖布、被動、低軌、記憶體、特化都噴，如何介入？ft.操盤手 黃豐凱
2026-02-23
EP1041｜非財金本科系，9彎18拐闖進投信，甘苦談！放棄發言人職位，如何當上最懂產業的操盤手？ft.國家級基金操盤手 黄豐凱
2026-02-20
EP1040｜打混到27歲，知道自己找不到工作，振作！社會直接給教訓，咬牙苦讀逆轉人生！ft.國泰證期 蔡明翰協理
2026-02-18
EP1039｜幫女兒存股14年，從0050到00850，會加入主動式ETF嗎？孩子績效永遠比父母好？ft.存股教父 股魚
2026-02-16
EP1038｜從小看父親參加投顧賠錢，自己卻成為投顧分析師！「特殊行業」的祕密？誠實帶來的痛苦和成果？ft.大華投顧分析師 艾綸
2026-02-14
EP1037｜史上最強封關日！台積電領軍，PCB、記憶體、CPO、低軌衛星主軸延續？有配置就賺錢！過年要觀察的事？ft.報價天王 林信富
2026-02-11
EP1036｜台股衝破33000，台積電營收歷史新高，提早拉貨？華邦電Q4三降，會影響記憶體？封關後依舊看好低軌、CPO、探針！ft.操盤手 黃豐凱
2026-02-10
EP1035｜川普喊道瓊10萬點，台美股大復活！漲了才覺得可以抱股過年？蛇年ETF報酬56%，馬年ETF看5大產業！ft.題材獵人 林漢偉
2026-02-09
EP1034｜美股怎麼了？亞馬遜資本支出2000億美元卻崩，台股殺到月線下再站回，絕對受惠角色不變？想清楚抱股理由！ft.操盤手 黃豐凱
2026-02-06
EP1033｜Google好財報卻下跌，美股AI回收疑慮擴大？太陽能鈣鈦礦電池是什麼？投資主、被動ETF，不用擔心成分股？ft.紀緯明 小明同學
2026-02-05
EP1032｜美科技股震盪，台股依舊世界強，低軌、PCB、散熱、記憶體、CPO，封關前捨不得離場？3種分類做決策！ft.國泰證期 蔡明翰協理
2026-02-04
EP1031｜大跌又大漲，美國製造業復甦，基本面化解AI疑慮？記憶體機會和風險的平衡？奇鋐創新高，何時輪到被動元件？ft.選股教練 陳唯泰
2026-02-03
EP1030｜台股回月線，是買點嗎？誰影響最大：FED新主席華許、金銀保證金提高、輝達不承諾投Open AI、黃仁勳不認識群聯？ft.統一投顧總經理 廖婉婷
2026-02-02
EP1029｜連2天爆量回檔，是年前換手，還是AI又生變？封關前怕漲完，記憶體、載板、CPO、PCB洗刷，還要抱嗎？ft.操盤手 黃豐凱
2026-01-30
EP1028｜黃金5600美元，台股成交量1.16兆！價格通膨是硬道理？微軟加持CPO，仁勳來台，機器人開心？聯電、世界暴跌怎麼了？ft.題材獵人 林漢偉
2026-01-29
EP1027｜兆元資金狂潮，台積電登上1820元，記憶體續創高，低位階IC設計、機器人、電力、散裝也來，不錯過也不昏頭的配置？ft.報價天王 林信富
2026-01-28
EP1026｜南韓被提高關稅卻噴漲，台股大戶和散戶撐盤？CPO回來了，記憶體跌就是機會？怕買不夠、怕賣飛，熱門產業休息該介入？ft.小明同學 紀緯明
2026-01-27
EP1025｜所有人都在討論股票，融資市值比還在半山腰，不怕？記憶體強到年底，價值股不動要等何時？基金也能3%以下年利質押？ft.存股教父 股魚
2026-01-26
EP1024｜32000來了，封關前要漲去哪？Spacex來台密訪？聯發科沾到也漲停！追趨勢要設出場點，蹲點要對產業有信心！ft.操盤手 黃豐凱
2026-01-23
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