2026年的新賽局從低漲幅、低基期股切入

from 謝金河話投資 · host 先探投資週刊

2025年台股在台積電與AI供應鏈領軍下，漲幅躋身全球前段班，但也造就了強勢股年線乖離過大的風險。展望2026新賽局，市場資金將從高本益比個股撤出，轉向尋找「低基期」與「剛翻越年線」的潛力股。本集將運用「老人與狗」理論，解析如何避開過熱股，精準鎖定具業績支撐的補漲新星。【單集重點】 2025強勢總結：台積電市值暴增12.3兆，帶動伺服器、散熱、矽光子及特化族群狂飆，造就29檔千元股的歷史紀錄。技術面修正警訊：許多飆股（如台光電、奇鋐）年線乖離過大，2026年恐面臨基本面檢視與股價修正壓力。資金轉向低基期：投資策略轉向尋找突破年線的落後補漲股，看好低軌衛星（如華通）、高資本支出封測股（如台星科）及記憶體代理（如青雲）的轉機爆發力。 -- Hosting provided by SoundOn

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2026年的新賽局從低漲幅、低基期股切入

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