【強者恆強】法說會後大漲500點台積電反而危險？金寶、兆赫噴完了？這3檔『低基期』還沒動｜ 2026.01.16 分析師劉彥良

from 財富履行團 · host takeatripgo

台積電法說會後大漲 500 點，但現在追真的安全嗎？外資狂上修目標價、散戶卻越看越怕，這一集，小良哥直接講出「他真正敢重壓的買點」。本集《強者恆強》完整解析👇 ✔ 台積電現在該不該追？什麼價位才安全？ ✔ 法說會後跳空，為什麼反而「不能買」？ ✔ 如果真的大跌，小良哥會在哪一條線出手？ ✔ 台積電擴產，誰會第一個受惠？不是你想的那個 ✔ 廠務設備、耗材股，哪幾檔是法人長線鎖碼？ ✔ 低軌衛星族群漲翻天，還有沒有「沒漲到的真低基期」？節目中完整點名👇 🔹 廠務設備：漢唐、聖暉、帆宣、亞翔 🔹 低軌衛星：昇達科、乙盛-KY、同欣電、萬泰科 🔹 封測外包關鍵：欣銓、日月光（台積電最新布局）如果你是 👉 不敢追高 👉 又怕錯過下一段主升 👉 想跟著「真正有訂單、有基本面」的方向走這一集，務必看到最後。華冠投顧與所推介分析之個別有價證券無不當之財務利益關係，本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險! #強者恆強 #台積電 #台積電法說會 #半導體 #廠務設備 #漢唐 #聖暉 #帆宣 #亞翔 #低軌衛星 #昇達科 #華通 #金寶 #兆赫 #封測 #欣銓 #日月光 #台股分析 #劉彥良 #投資理財 #散戶必看 -- Hosting provided by SoundOn

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【強者恆強】法說會後大漲500點台積電反而危險？金寶、兆赫噴完了？這3檔『低基期』還沒動｜ 2026.01.16 分析師劉彥良

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