過1700還有機會！蔡明翰：台積電「最好買點」在這10天｜錢鏡你家｜2026.01.23

from 投資不踩雷 · host 鏡週刊理財組

台積電法說會後，股價衝上1,780元歷史新高，投資人該逢高調節，還是持續加碼？對此，國泰證期協理蔡明翰指出，台積電長期趨勢明確，每次法說會後一週左右的震盪期，反而是較適合進場布局的時間點。除了台積電及相關概念股，他也看好散熱與先進封裝族群，能趁股價回檔時分批介入、把握中長線機會。   主持：吳明曄來賓：國泰證期協理蔡明翰   （本集 1/22 於鏡發財首播，1/23 鏡好聽播出）   Podcast聲音後製：謝佩妤

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過1700還有機會！蔡明翰：台積電「最好買點」在這10天｜錢鏡你家｜2026.01.23

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