財經要雯 EP139 I 漲多回檔要不要跑？AI 基本面不變，大型權值股領軍2H26成長！

📉 六月半導體重挫只是漲多修正？股價提前反映 27-28 年成長，短線震盪反而提供新切入點？ 🏭 台積電產能外溢效應擴散，AI 供應鏈正從單點爆發變成整條鏈受惠！ 🚀不只看 GPU！從先進封裝、測試介面到光電同測，下半年新主線正要開始浮現！本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。影片由凱基證券製作播出。 -節目主持：許娸雯 -成音剪輯：林佳欣 -製作團隊：凱基證券Ｘ聲動創意 -音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP139 I 漲多回檔要不要跑？AI 基本面不變，大型權值股領軍2H26成長！

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