EP.27|外資史上級賣超 vs 散戶史上級承接|宏捷科是地雷還是禮物? episode artwork

EPISODE · Jun 10, 2026 · 19 MIN

EP.27|外資史上級賣超 vs 散戶史上級承接|宏捷科是地雷還是禮物?

from 韭菜之聲|散戶敢問,大戶敢說 · host 奎叔

🎧聽作家葉揚說:「像電視劇一樣,醫生宣布爸爸剩3到6個月,那時無法接受這個事實」👉 https://fstry.pse.is/978lmg    照顧人生無法預期何時來!「先來一杯 我們再聊」聆聽照顧者、陪你預備長照未來!點擊連結,讓我們有機會不在照顧困境掙扎。  —— 以上為 Firstory Podcast 廣告 —— 史詩級三溫暖週:美國非農爆表澆熄降息夢,費半單日崩10.26%,台股黑色星期一蒸發6兆、隔天反彈1200點、週三再殺1478點,三天淨跌5.4%外資 vs 散戶的世紀對決:外資三天提款2791億史上級賣超;散戶定期定額破300億創新高、成交佔比53%,接刀接成「第四大法人」宏捷科:對帳單是負的,但邏輯沒破:全球第二大砷化鎵代工廠、Skyworks 認證,月營收創新高、Q1 EPS 1.51,外資先買、投信還沒進不追龍頭的理由:穩懋、全新 PE 動輒百倍起跳,宏捷科今年只漲4成、估值150~180,今天收147反而殺到合理價下緣,歷史本益比打六折三道出場警戒線:大客戶砍單、營益率跌破22%、月營收轉負——壞一個就考慮獲利了結。左側賺的不是地板價,是認知差留言告訴我你對這一集的想法: https://open.firstory.me/user/cmmlxzdca1gpj01y9fau407u4/comments Powered by Firstory Hosting

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EP.27|外資史上級賣超 vs 散戶史上級承接|宏捷科是地雷還是禮物?

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