【ASIC族群百花齊放！】真投資鐘崑禎分析師 2025.02.04

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【ASIC族群百花齊放！】真投資鐘崑禎分析師 2025.02.04 如今早８：３０預告昨晚美國公佈 "ISM製造業PMI"高於市場預期理論上有利於美債殖利率上漲不利股市上漲但！昨晚走勢卻剛好反過來由此可見市場已經開始進入"利空出盡"！族群上 ASIC族群百花齊放！【3661世芯】亮燈漲停⊕！【3443創意】半根漲停【6533晶心科】上漲＋３％以及龍頭之一【2454聯發科】再創歷史高！也符合我在上週二(1/28) 第一時間預告『DeppSeek崛起，會加速ASIC崛起』至於可能會有實質影響的『輝達供應鏈』【2382廣達】【2317鴻海】以及 GB200散熱相關雙鴻、奇鋐、鴻準、晟銘電等就如昨天所說透過傑文斯悖論（Jevons paradox）可以確定這群是＂短空長多＂ - 免費加入鐘崑禎分析師唯一本人LINE官方帳號 ↓↓↓ 更多飆股推薦 Line搜尋：【@we178】點此連結：https://lin.ee/6yrWqDa -- Hosting provided by SoundOn

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【ASIC族群百花齊放！】真投資鐘崑禎分析師 2025.02.04

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