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EP85｜台積法說後出不出？晶片沒它出不了貨？這時候看落後補漲？提前佈局成功後，接下來看誰？ episode artwork

EPISODE · Jan 16, 2026 · 41 MIN

EP85｜台積法說後出不出？晶片沒它出不了貨？這時候看落後補漲？提前佈局成功後，接下來看誰？

from 雷老闆－董事長聊投資 · host 雷老闆｜金玉峰證劵投資顧問股份有限公司

感謝一萬訂閱大回饋，【免費持股健檢】來啦，限時加入再享優惠！ 想請都在這支影片：https://youtu.be/gGjNaIg5exA 台積法說前策略大成功！台積電出不出？ 這個族群台積電沒有經過他們同意出不了貨？ 為什麼封測要看落後補漲？產能差在這！ 記憶體、PCB為何邏輯不一樣？ 電力攻漲停，華城龍頭比一比，雷老闆選他？ 這檔原物料股，有可能受惠這種事件？ 雷老闆又買錶？！心虛到笑出來！ 玩二手錶更貴？ *本節目敘述爲帶會員進行操作或過去經驗講述 【金玉峰證券投顧(114)金管投顧新字第零壹壹號】 本資料僅供參考，投資時應審慎評估；興櫃股票登錄條件較上市（櫃）股票寬鬆，且無每日漲跌幅限制，投資人應審慎評估是否適合投資 -- Hosting provided by SoundOn

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EP85｜台積法說後出不出？晶片沒它出不了貨？這時候看落後補漲？提前佈局成功後，接下來看誰？

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