聊不膩的投資話題【EP62】千金的台光電該賣了? 誰是台光電第二?｜最壞情況已過台股下半年大力做多?!｜財富履行團 #謝宗霖

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台股上半年走勢就像雲霄飛車一樣起伏不定，跌了3.3％、股民帳上平均縮水18.51萬元！下半年會是柳暗花明嗎？科技股向來是股市多頭行情的領頭羊，隨著主權AI政策牛肉接連上桌，AI供應鏈仍是下半年台股投資的主旋律。下半年成長題材AI股要從哪裡下手呢？更多精彩內容都在《聊不膩的投資話題》節目中完整呈現。 ⏰每週三 PODCAST晚上五點線上首播 ⏰每週三 YOUTUBE晚上七點線上首播 #謝宗霖 #股市密碼 #加權指數 #H2 #選股不選市 #題材發酵 #題材實現 #獲利實現 #成長動能 #AI供應鏈 # GB200 #GB300 #散熱 #網通 #銅箔基板 #PCB #晶圓代工 #電源供應器 #HVDC #滑軌 #機櫃 #CCL #右上角拉回股 #右下角發動股 #台光電 #奇鋐 #台達電 #富喬 #光寶科 #臻鼎-KY #聊不膩的投資話題 #財富履行團 #投資自己 #台灣 ※本節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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聊不膩的投資話題【EP62】千金的台光電該賣了? 誰是台光電第二?｜最壞情況已過台股下半年大力做多?!｜財富履行團 #謝宗霖

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