台股創新高該買? 該賣?【談股論金 EP86】

from 談股論金 · host 先探投資週刊

8月出口達584.9億美元創史上新高，對美出口前8月大增逾五成，「美超中」成定局、全年對美出超上看千億美元。美系雲端巨頭上修AI資本支出、Fed降息預期升溫，金融與科技迎順風。本集聚焦台達電、光寶科、台積電與線纜族群的受惠鏈：誰會成為下一波最大贏家？【單集重點】 1. 八月出口上演大驚奇 2. 降息可望激勵金融、科技股 3. ＡＩ鏈比價向上推升 4. 線纜族群受益台電釋單 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Sep 19, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

台股創新高該買? 該賣?【談股論金 EP86】

0:00 9:39

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of 談股論金?

This episode is 9 minutes long.

When was this 談股論金 episode published?

This episode was published on September 19, 2025.

Can I download this 談股論金 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!