下班經濟學

【下班經濟學_股票】Intel搶單台積電!護國神山地位鬆動?高手緊盯三大動向?ft. 林正峰

May 18, 2026·25 min
Episode Description from the Publisher

Intel搶下蘋果晶片訂單,股價近1個月更大漲八成,台積電霸主地位鬆動了嗎?今天我們就找來smart智庫月刊社長林正峰,不只揭開Intel翻身三部曲,還要告訴你今年台股攻上5萬點的關鍵條件,一起來聽聽他的分析! 00:00 精彩開場 00:06 Intel飆漲搶蘋果晶片訂單?台積電霸主地位鬆動? 03:36 聯發科翻倍噴變妖股?高盛喊目標價:上看5000? 07:52 投顧看多台股直攻5萬?他潑冷水:今年難度高? 10:27 通膨升溫市場太過淡定?達人揭關鍵:緊盯1指標 13:27 台股4萬點ETF怎布局?高手公開持股組合名單! 17:50 0050績效跑輸主動ETF?散戶陷兩難該出清換股? 影音版本:https://youtu.be/c_1H8KXfps8 -- Hosting provided by SoundOn

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