大漲股的修正壓力尋找下半年潛力股【謝金河話投資 EP61】

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台股下半場震盪加劇，AI與CPO強勢股因跑贏基本面而面臨激烈修正！本集帶您檢視季報效應下的「老人與狗」行情，並提前佈局下半年潛力股：鎖定政策加持的無人機軍工產業，以及迎來非紅供應鏈轉機的成熟製程半導體！【單集重點】 AI與CPO股激烈修正季報揭曉檢視基本面無人機與軍工股崛起成熟製程迎非紅轉機 -- Hosting provided by SoundOn

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大漲股的修正壓力尋找下半年潛力股【謝金河話投資 EP61】

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This episode is 7 minutes long.

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This episode was published on July 18, 2026.

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