EPISODE · May 2, 2026 · 6 MIN
市場正在尋找好又安全的標的 大換手後的台股新世界
from 謝金河話投資 · host 先探投資週刊
台股驚見1.8兆歷史天量後翻臉,四萬點前大換手!當矽光子與 CPO 族群本益比飆破百倍、股價令人頭皮發麻時,資金正悄悄移向「物美價廉」的標的。本集帶您檢視台積電軸心下的比價效應,並從老 AI 股與工業電腦中,挖掘基期低且基本面扎實的安全黑馬! 【單集重點】 1. 1.8兆天量驚現大震盪 2. 台積電領軍大市值比價 3. 萬元股評價與風險檢視 4. 尋找低基期老 AI 遺珠 -- Hosting provided by SoundOn
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市場正在尋找好又安全的標的 大換手後的台股新世界
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