兆華與股惑仔

EP1099|美債殖利率衝,美股壓力大?盤中回檔1000點,測4萬點正常?PCB、CPO何時能撿,被動、機器人接棒好事,台積下一檔賣誰?ft.題材獵人 林漢偉

May 18, 2026·56 min
Episode Description from the Publisher

美債殖利率衝,美股壓力大?盤中回檔1000點,測4萬點正常?PCB、CPO何時能撿,被動、機器人接棒好事,台積下一檔賣誰? 美債殖利率上衝嚇到美股,台股盤中修正1000點,有疑慮了嗎? PCB、CPO熱門個股打到季線,如何判斷是撿便宜還是接刀? 三星罷工的利與弊,記憶體體質和籌碼一起看,雙好的還是強? 台積電處分世界先進,一價跌停鎖死,據傳還有下一檔?集圖股後市? 被動、機器人是接棒還是最後一棒?有火種都是好事! AI眼鏡落地化,未來可達10億支?受惠族群有誰? ------- 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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