不甩關稅 AI資金將轉進這產業台積電.鴻海誰最有賺頭? 鴻海大牛醒了? 要衝200沒? 台積電.鴻海誰能再追?｜楚狂人 ft. 資深分析師許博傑｜財富狂犇｜玩股網20250730

from 就是愛玩股 · host 玩股網

台積電帶動AI族群續強，台股雙權值王台積電和鴻海的股價在四月低點後都大漲近五成，但大盤卻高檔震盪，讓不少人看得心驚驚。今天節目很榮幸邀請到資深分析師許博傑，來跟大家分享台股到底怎麼了？這波利多不漲有什麼玄機？現階段又該怎麼選股佈局？哪些股票是風雨生信心的好選擇？主持：玩股網執行長楚狂人來賓：資深分析師許博傑 01:45 台積電帶動AI族群台股漲不動問題出在哪？ 06:15 台積電貴.鴻海便宜投資人追誰最有賺頭？ 16:58 管它關稅有多少第三季投資搶攻這2大族群 28:12 0050vs.台積電資金如何配置有最大效益？〖錄影時間為2025-07-29，非影片上架日盤勢〗留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting

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不甩關稅 AI資金將轉進這產業台積電.鴻海誰最有賺頭? 鴻海大牛醒了? 要衝200沒? 台積電.鴻海誰能再追?｜楚狂人 ft. 資深分析師許博傑｜財富狂犇｜玩股網20250730

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