EPISODE · May 17, 2026 · 14 MIN

每週心得 20260517

from Can 定賺 (Can Definitely Win) · host Dalia

隨著通膨數據超越預期以及新任聯準會主席上台，市場普遍預期降息空間受限，導致債券殖利率攀升且資金開始轉向低位階類股。在半導體產業方面，文中特別關注 TSMC 先進製程與 CPO 封裝技術的突破，並預期成熟製程將因供需結構改變而迎來復甦。同時，美銀報告警示當前半導體指數呈現泡沫化跡象，且私人機構的股票配置已達歷史高點，需留意六月可能出現的市場高位震盪。整體而言，建議投資人採取汰弱留強的策略，關注 2027 年具備成長動能的新技術題材。 -- Hosting provided by SoundOn

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每週心得 20260517

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