EPISODE · May 10, 2026 · 18 MIN
20260510 每週心得
from Can 定賺 (Can Definitely Win) · host Dalia
投資風格正發生轉變，資金正從高評價的 AI 熱門股流向高股息、成熟製程及矽晶圓等基期較低且基本面穩健的板塊。報告提醒投資者留意中央銀行貨幣政策的轉向，以及台灣壽險與 ETF 在除息旺季帶來的換股潮。 -- Hosting provided by SoundOn
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20260510 每週心得
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