EPISODE · Apr 5, 2026 · 16 MIN

20260405每週心得

from Can 定賺 (Can Definitely Win) · host Dalia

2026 年 4 月初的金融市場動向提供深度解析，特別關注伊朗戰爭與川普政策交織下的大盤震盪走勢。內容詳細探討了美國通膨數據對聯準會決策的潛在影響，並指出原油價格飆升對物價造成的持續壓力。分析師預測台積電法說會將引發半導體先進製程與 CoWoS 設備股的連鎖反應，建議投資人應適時調高現金水位以規避風險。針對籌碼面，文中觀察到融資餘額與外資動向的細微變化，並點出光通訊與記憶體產業在多空博弈下的操作契機。整體而言，這是一份融合總體經濟、產業技術趨勢及個股營收預測的綜合性投資策略指南。 -- Hosting provided by SoundOn

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20260405每週心得

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