2023.04.06【Q1最落後的族群 Q2特別留意】真投資鐘崑禎分析師

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2023.04.06【Q1最落後的族群 Q2特別留意】真投資鐘崑禎分析師台股進入第二季如先前不斷強調台股Q2具備三大利基點 1.『下半年降息預期心理』 2.『景氣落底提前反應』 3.『電子庫存陸續消化完畢』光是這三點 Q2行情註定不會太差可以這麼說 Q2加權指數將守穩在年線之上也就是普遍定義的多頭行情也是我長期強調的"效率市場" 而在效率市場中便宜的股票自然會漲回到公司應有的價格因此掌握〔產業＋數字〕輕鬆賺 Q2潛力產業【AI相關】屬全年趨勢，會持續擴散以及【資訊安全族群】資安即國安日益受到重視，這一塊也會跟著AI持續發酵，最後 Q1相對疲弱的消費性電子，在Q2庫存即將消化完畢，也有機會補漲，如【ABF、板卡】等加入操作贏在Q2起跑點歡迎來電 0800-66-8085 或私訊詢問直接點選 https://lin.ee/BL2qvK6 或搜尋ID：@we178 (注意〝@〞不可省略) 更歡迎直接加入我們行列，一起操作諮詢專線：0800-66-8085 -- Hosting provided by SoundOn

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2023.04.06【Q1最落後的族群 Q2特別留意】真投資鐘崑禎分析師

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