兆華與股惑仔

EP1093|盤中洗一下,兩股力量撐著,Q3才休息?台積電營收月減,IC龍頭股來補漲?載板、CPO、散熱震盪看法?操盤手 黃豐凱

May 8, 2026·37 min
Episode Description from the Publisher

盤中洗一下,兩股力量撐著,Q3才休息?台積電營收月減,IC龍頭股來補漲?載板、CPO、散熱震盪看法? 盤中洗個大力,熱門中小型股急殺,但兩股資金力量進來撐住? 政策做多大手護,散戶怕沒買到小手撐,台股Q2會洗但難大跌? 台積電營收開始月減,基本面雖好、但市場標準拉高,如何平衡? 載板、CPO、散熱出現洗刷,載板依舊缺,CPO高低輪動,散熱跌夠了? ------- 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

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of 兆華與股惑仔 and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.