EP57 跟上記憶體族群的噴出行情了嗎?投信法人不告訴你的操盤秘技 episode artwork

EPISODE · Oct 26, 2025 · 7 MIN

EP57 跟上記憶體族群的噴出行情了嗎?投信法人不告訴你的操盤秘技

from 楊博財金:揭密投信基金操盤絕技

景氣循環股,總是最能牽動市場情緒的族群。從過去的「航海王」、太陽能到現在火熱的記憶體,它們的股價波動劇烈,可以短期內財富翻倍,也可能深陷套牢泥淖。很多人說景氣循環股難以捉摸,但對於有經驗的投信法人而言,有著一套紀律且有效的操作心法,能在市場波動中穩操勝券。今天,我要和大家分享的,就是投信法人在操作這類股票時,遵循的「景氣循環的三階段投資理論」,以及我們如何從當前最火熱的記憶體產業,看出這一輪循環背後,AI驅動的長週期趨勢。 -- Hosting provided by SoundOn

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EP57 跟上記憶體族群的噴出行情了嗎?投信法人不告訴你的操盤秘技

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