兆華與股惑仔

EP1095|不用羨慕朋友賺很多,但自問有沒有核心部位?台積電問題不是掉單,是訂單太擠了!00403A大溢價,追高了怎麼辦?ft.AI達人 蔡明翰

May 12, 2026·52 min
Episode Description from the Publisher

不用羨慕朋友賺很多,但自問有沒有核心部位?台積電問題不是掉單,是訂單太擠了!00403A大溢價,追高了怎麼辦? 台股再創歷史新高,聯電、光寶科來接棒,大牛都漲到要被處置會有問題嗎? 朋友、同事賺太多要退休,很羨慕?有大部位的穩定獲利才是最重要! 台積電是評價最合理的AI龍頭股,接單滿到難處理,蘋果更煩惱? 00403A掛牌大溢價,今天00981A更合理?追高也先別擔心! 高報酬率不代表總部位賺很多,有安心建立的大部位,才是投資的核心精神! 網友提問:覺得台股過熱,要做反一、期貨空單避險嗎?避險和看不順眼是兩回事! ------- 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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