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AI需求暴衝 難敵賣壓？台積電委屈 老AI續買？ episode artwork

EPISODE · Aug 19, 2026 · 47 MIN

AI需求暴衝 難敵賣壓？台積電委屈 老AI續買？

from TVBS財經 · host TVBS

主持人 黃斐瑜 本集來賓 李永年 王兆立 游庭皓 林宏文 本集重點： ★台指期將結算 神山翻黑 台股等誰神救援 ? ★台積電終場爆量下殺 股價太委屈上看2860? ★欣興1200大關遇壓! 最強ABF大哥逢低買? ★傳產變AI新貴!南亞迎CCL漲價潮創高有望？ ★輝達新架構拍板!光寶科昨長黑量縮 能續攻？ ★七月營收大暴衝!世芯連續拉回是絕佳買點？ ★獲外資初評!力旺EPS連三年遞增!股價將發動? ★本業虧轉盈!矽統明除息多等一下再上車？ ★美債殖利率創高！債市影響股市 回調都買點？ ★台灣超額儲蓄飆11兆!游資氾濫熱錢往哪流? ★科技業大漲價潮來了! 木頭姊開示AI沒泡沫? ★賴總統喊明年普發1萬! 大撒幣成經濟新常態? ★光通訊出貨大爆發!資金回流鴻海能吃多少？ ★資金大舉回流老AI! 廣達太便宜400行情來了? ★美東運價逼近疫情高! 航海王做波段勝率高? -- Hosting provided by SoundOn

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AI需求暴衝 難敵賣壓？台積電委屈 老AI續買？

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