股價跟不上AI部隊鴻海400元還有夢?｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20260617

from 就是愛玩股 · host 玩股網

6月以來全球股市上演大怒神行情，美股、台股一天天堂一天地獄，面對這種劇烈波動，現在最重要的已經不是猜漲跌，而是搞清楚資金到底在往哪裡跑。今天節目很榮幸邀請到資深分析師蔡明翰，來跟大家分享這波震盪之後，AI主流是否依然強勢？哪些族群正在悄悄接棒？主持：玩股網執行長楚狂人來賓：資深分析師蔡明翰 01:13 6月全球股市大怒神是洗盤還是轉折？ 11:06 台積電估值還香嗎？散戶還能無腦衝？！ 25:04 AI組裝廠抗震鴻海400元還有夢？！ 31:01 AI科技股驚魂記抱緊還是換股投資？ 37:44 南亞科先別急著賣真正關鍵在這！〖錄影時間為2026-06-12，非影片上架日盤勢〗留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting

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股價跟不上AI部隊鴻海400元還有夢?｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20260617

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