低基期股窗外有藍天 從蔡明興的魚尾巴理論找靈感 episode artwork

EPISODE · Jan 31, 2026 · 5 MIN

低基期股窗外有藍天 從蔡明興的魚尾巴理論找靈感

from 謝金河話投資 · host 先探投資週刊

歲末年終,大老闆談話成為市場風向球。技嘉葉培城與廣達林百里看好自家股價,但富邦金蔡明興的「魚尾巴理論」更引人深思,示警勿追高熱門股,建議轉向低基期與落後補漲股。本集將解析這波「外溢效應」下,低軌衛星、軍工及傳統產業如何接棒演出。 【單集重點】 1. 魚尾巴理論示警 2. 低基期股大反攻 3. SpaceX 商機爆發 4. 軍工與設備潛力 -- Hosting provided by SoundOn

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低基期股窗外有藍天 從蔡明興的魚尾巴理論找靈感

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