EPISODE · Jun 7, 2026 · 13 MIN
每週心得20260607
from Can 定賺 (Can Definitely Win) · host Dalia
美國股市帶來的財富效應正加劇通膨黏性,使得全球央行可能被迫採取更強硬的立場,進而推升債券殖利率並對高估值資產造成壓力。在台股與科技專題方面,文中詳述了 Computex 展後 AI 伺服器規格的演進,特別是高速傳輸、冷卻技術及矽光子領域的關鍵進展與台廠供應鏈佈局。市場情緒方面,專業機構釋出了第三週的賣出訊號,警示投資人需留意高檔籌碼擁擠與 6 月即將公佈的 CPI、就業數據可能帶來的劇烈回檔風險。操作建議上則強調現金為王與動態減碼,並關注低評價個股、金融股及新掛牌公司可能產生的資金擠壓效應。 -- Hosting provided by SoundOn
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