市場觀測站EP112｜台積電衝擊股市大震盪？Q2布局關鍵看它！ feat.第一金投信總經理廖文偉

台積電向「總統們」報告擴大美國投資設廠，台、美股市同步加劇震盪，傳產類股展現補位角色。第二季起的市場行情還有「積」情嗎？存股族可以逢低買進傳產股嗎？台股基金操盤老手、投信總經理告訴你關鍵的觀察重點。 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：第一金投信總經理 #廖文偉 🖊本集重點： 1. 台積電向美/台總統報告股市同步震盪加劇 2. 川普招數太多優先降低關稅對台灣衝擊 3. 台股操盤遇上「期中考」考題不難但要審慎 4. 傳產類股第二季行情要看什麼重點？ 5. 科技＋金融外資最愛的台股雙姬 6. 台股成交放大量 AI量化工具幫挑最好標的 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀 **【📧歡迎來信】** 想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP112｜台積電衝擊股市大震盪？Q2布局關鍵看它！ feat.第一金投信總經理廖文偉

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