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0408周三精選-荷姆茲海峽被封鎖,油價大漲,運費價格也大漲,為什麼台灣的航運股例如2609陽明海運股價卻跌跌不休? episode artwork

EPISODE · Apr 8, 2026 · 13 MIN

0408周三精選-荷姆茲海峽被封鎖,油價大漲,運費價格也大漲,為什麼台灣的航運股例如2609陽明海運股價卻跌跌不休?

from 散戶好夥伴 · host 張國秋

運費上漲,台灣的航運股例如2609陽明海運股價卻跌跌不休的原因如下:1.貨櫃 vs. 油輪:「主角」不同。 2. 燃油成本:致命的利潤侵蝕 3.「利多出盡」與系統性風險 4. 2026 年的航運股供過於求隱憂。另外也分享「景氣循環股」,航運股(如陽明)與記憶體股(如華邦電、南亞科)在面對價格上漲時,股價表現迥異的核心原因。聯絡資訊:[email protected] -- Hosting provided by SoundOn

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0408周三精選-荷姆茲海峽被封鎖,油價大漲,運費價格也大漲,為什麼台灣的航運股例如2609陽明海運股價卻跌跌不休?

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