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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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EP903｜台灣暫時關稅20%，地板還是天花板？台股空窗期，續漲機率高？國安基金說不恐慌，PCB、設備、BBU，成長型產業不怕？ft.操盤手 黃豐凱
2025-08-01
EP902｜Meta、微軟財報+支出報喜！台股創反彈高，關稅比照日韓15 %有譜？PCB、散熱的全面擴散！ft.紀緯明 小明同學
2025-07-31
EP901｜不卡關，台股大事日！鴻海東元換股拚AI，台塑四寶拚漲停，欣興喊玻纖布缺貨漲到誰？聯發科法說好成績但保守？ft.題材獵人 林漢偉
2025-07-30
EP900｜盤中殺300點外資轉賣，看到什麼？關稅出爐前，台股評價偏低？PCB漲到臻鼎.，還很便宜？高股息不能配10%了？ft.存股總編 謝富旭
2025-07-29
EP899｜AI花了30年開始落地，將來淘汰不會用AI的人？「自研晶片」成最大商機？景氣下修中，隨時可能回檔，撿這些股票不怕？ft.存股教父 股魚
2025-07-28
EP898｜下周關稅全公布？台股等表態！被動+主動ETF讓投信繼續買，低位階AI、散裝、原物料是首選！藥品稅的受害、受惠股？ft.操盤手 黃豐凱
2025-07-25
EP897｜谷歌財報優預期，資本支出再增100億美元！特斯拉得罪方丈能被原諒？台股即將落後補漲？矽光子會比機器人先發威？ft.國泰證期 蔡明翰協理
2025-07-24
EP896｜日本關稅15%，台灣能對標？工具機為什麼得利？中概內需反攻，題材優於基本面！ft.題材獵人 林漢偉
2025-07-23
EP895｜美股創高，台股卻放量殺！市場共識怕關稅？AI大型股壓回才有買點？右下角原物料先防禦！ft.選股教練 陳唯泰
2025-07-22
EP894｜市場大戶也只進場20%？關稅不定案，投資氣氛很難熱？台積電最好成績只給20倍本益比嗎？PCB、矽光子、機器人還會延續！ft.冠軍操盤手 楊雲翔
2025-07-21
EP893｜AI驚奇一週，台積電再現1160，台股能見24416？台光電、台達電、川湖、奇鋐各自領軍，矽光子會比機器人更快成長？保守的人看散裝航運？ft.報價天王 林信富
2025-07-18
EP892｜台積電超強Q2財報，上修全年展望至30%！不怕晶片稅和匯損的原因？設備、PCB續強，矽晶圓補漲選誰？ft.國泰證期 蔡明翰
2025-07-17
EP891｜台積電法說前，輝達再發威，台股攻上23,000！AI力求破「關」？PCB全面啟動，外資結算後可能轉變？ft.題材獵人 林漢偉
2025-07-16
EP890｜輝達H20可以賣中國，結算前台積大漲軋外資空單？載板復活！台股創反彈高，沒跟上先看食品、內需，攻守兼備？ft.產業隊長 張捷
2025-07-15
EP889｜歐盟認真談也30%，生氣了？鮑爾被指控濫用修繕費，美債危機又起？半年報壓力下的台股撐得住？ft.大佛 李其展
2025-07-14
EP888｜半年報匯損炸彈，大立光漲南亞科跌，原因很簡單！美股、比特幣、中國機器人股創高，台股繼續跟？ft.題材獵人 林漢偉
2025-07-11
EP887｜創新高的股票都是亞馬遜概念，不靠輝達？下半年景氣疑慮會爆，還是利空已過？第二批關稅名單沒上比較好！ft.艦長 程正樺
2025-07-10
EP886｜等川普不如靠自己，下半年攻略！大盤蹲後跳，25000創高有機會？跟著輝達看AI，高基期攻短線、低基期有波段！ft.K線之神 朱家泓
2025-07-09
EP885｜日、韓股上漲，關稅25%天花板？台灣晚公布好還是壞？產業競爭力決定未來！股票貼息，看懂價值撿便宜！ft.存股總編 謝富旭
2025-07-08
EP884｜午夜會有信，關稅是颱風還是陽光？貝森特未提台灣？外資空單再新高，6月營收難敵匯損？耐心不會錯！ft.題材獵人 林漢偉
2025-07-07
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