台股高檔遇亂流重新檢視基本面，調整持股【謝金河話投資 EP59】

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台股高檔挑戰五萬大關前遭遇亂流，受到博通財報不如預期與南韓兩倍槓桿ETF之亂衝擊，引發全球半導體與記憶體股劇烈回檔。在大盤波動之際，市場將進行股價與基本面的修正，本集帶您重新檢視持股，掌握AI外溢效應下的成熟製程與被動元件新契機！【單集重點】博通財報引發半導體回檔南韓槓桿之亂重挫記憶體聯發科與大立光展現潛力成熟製程新應用走出新天地 -- Hosting provided by SoundOn

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台股高檔遇亂流重新檢視基本面，調整持股【謝金河話投資 EP59】

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This episode is 7 minutes long.

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This episode was published on July 4, 2026.

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