2柰米神助攻材料、設備、封裝最賺【談股論金 EP77】

from 談股論金 · host 先探投資週刊

台積電（2330）第二季在ＡＩ需求續旺，加上客戶提前拉貨下，營收表現不俗，不過面對美國對台灣的關稅遲遲未公布，市場資金也稍稍縮手，加上一向作為台股風向球的台積電法說會十七日登場，將作為台股第三季乃至於下半年多空方向的前瞻指引。【本集重點】 1.法人圈持續看好台積電 2.護國神山全球擴廠火力全開 3.設備類股吸引資金青睞 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jul 18, 2025

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2柰米神助攻材料、設備、封裝最賺【談股論金 EP77】

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