兆華與股惑仔

EP1098|創高變殺盤?輝達新高、台積電技術論壇怎麼沒幫助?載板、CPO大跌,廣達季報中槍,台積處分世界,對誰能有信心?ft.操盤手 黃豐凱

May 15, 2026·45 min
Episode Description from the Publisher

創高變殺盤?輝達新高、台積電技術論壇怎麼沒幫助?載板、CPO大跌,廣達季報中槍,台積處分世界,對誰能有信心? 創新高後立即下殺,韓股暴跌6%,因為三星罷工確定?還是漲多回檔? 川習會讓輝達創高,台積電技術論壇送三層蛋糕,為何台股不漲? 南亞申報轉讓南電,自此載板大跌,這次還能撿嗎? CPO又成重災區,先看Q1季報+跌停鎖死張數少,光纖類先別碰? 大立光漲停,留意好公司龍頭股的補漲效應?金居又被關,385元要守住? 世界先進被台積電處分,下周成熟製程將有賣壓? ------- 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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