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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
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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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EP924｜大盤再創高，25千金各族群領頭羊，雷虎休息換龍德，特化「新寶紘」聯盟，PCB再攻，為何台積電、廣達漲不動？ft.國家操盤手 黃豐凱
2025-08-29
EP923｜輝達好財報卻跌？歷史經驗會漲回來！資金熱潮，軍工、CPO、封測設備，貴的還是比較好？ft.國泰證期 蔡明翰
2025-08-28
EP922｜輝達財報公布前題材百發，資金買誰跑最快？達明機器人瘋漲60%！PCB金居期貨條款，可追蹤主力熱門股？ft.題材獵人 林漢偉
2025-08-27
EP921｜川普開除FED庫克引震盪，輝達機器人利多連發，台股逆勢強！網通、塑化、面板還有右下角，轉型經營很重要？ft.選股教練 陳唯泰
2025-08-26
EP920｜鮑爾唱鴿，股債同慶！輝達財報前夕，黃仁勳加持機器人！雷虎、金居漲停，鴻家軍「通吃」蘋果+AI，族群該選誰？ft.題材獵人 林漢偉
2025-08-25
EP919｜黃仁勳來台半日，為了比GB300更下一代的Rubin 晶片！AI尚未泡沫，PCB被關反而給買點，自動化展依舊看好機器人！ft.國家操盤手 黃豐凱
2025-08-22
EP918｜反彈336點，昨天敢撿今天賺，還是反彈該出？PCB資金外流，AI眼鏡、機器人受惠！全球央行年會的降息影響力？ft.型男股神 陳威良
2025-08-21
EP917｜川普新震撼，補貼換台積電10%股權？台股大跌728點，加碼還是該逃？精選63檔基金超低費用，TISA專戶介紹！ft.存股教父 股魚
2025-08-20
EP916｜台股創新高後回檔，PCB啟動被關潮，大戶會跑嗎？創高時績效卻輸大盤…汽車零件、貨櫃、價值股好悶，能翻身？ft.存股總編 謝富旭
2025-08-19
EP915｜台股創歷史新高！PCB繼續瘋漲，軍工、CPO、AI眼鏡跟上，最慢的熱門股是機器人？晶片稅300%為何不怕？ft.題材獵人 林漢偉
2025-08-18
EP914｜挪威主權基金買矽光子的真理由？PCB銅箔漲價，金居的同業是？特化會接棒，漲停達興材和跌停上品，其實都好？ft.國家操盤手 黃豐凱
2025-08-15
EP913｜鴻海半年報出爐，毛利率成長勝於廣達、緯創？中小股飆不停，PCB續強、矽光子噴發，沒獲利卻有信心的理由？ft.國泰證期 蔡明翰
2025-08-14
EP912｜差10點創高，廣達、緯創拖累？PCB上中下游詳解：台光電、金像電、富喬、台玻、尖點、臻鼎KY…誰漲價缺貨有AI？ft.PCB女王 廖婉婷
2025-08-13
EP911｜日本不疊再創新高，台股進入中小飆股滿天飛？PCB點到名就漲，CPO領頭羊歸位，會否回檔看下週輝達財報？ft.題材獵人 林漢偉
2025-08-12
EP910｜輝達、超微上繳15%營收換出口，AI成長更強悍？台積電1195元創高！PCB還有低位階？疊加關稅何時發威？ft.紀緯明 小明同學
2025-08-11
EP909｜關稅是20 %+ N ，為何台股長線27000目標沒變？相信線圖就不用嚇自己，這些都是高勝率型態！ft.朱家泓.林穎
2025-08-09
EP908｜匯損、關稅、晶片稅陸續拆彈，川普找到FED下任主席？降息護股市的劇本！ PCB續狂，設備、記憶體還有低位階！ft.股科大夫 容逸燊
2025-08-08
EP907｜台股今年高！台積電1180新高，晶片關稅100%利空出盡？會有回馬槍？庫克、仁勳見川普，蘋概、AI空手來一點！ft.國泰證期 蔡明翰
2025-08-07
EP906｜川普要台積電加碼到3000億美元！3大理由看好下跌是買點？鴻家軍就看鴻海航母，正在轉變？軍工能續強的故事！ft.型男股神 陳威良
2025-08-06
EP905｜20%關稅後還有4000億投資額？輝達送電、國防預算提高，電源、散熱、軍工大漲，光學轉強，空手或賣飛的下一步？ft.報價天王 林信富
2025-08-05
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