EPISODE · Jun 13, 2026 · 5 MIN
台股回檔又是一次機會！ 半導體的多殺多回檔疑慮
from 謝金河話投資 · host 先探投資週刊
博通財報引發蝴蝶效應，費半重挫拖累全球科技股超漲回整。然而AI列車並未熄火，本次利空實為多殺多引發的漲多修正，只要緊盯五月營收與個別公司基本面承載力，台股大跌將是再次進場的絕佳機會！ 【單集重點】 1. 博通引發費半大殺戮 2. AI未熄火屬漲多修正 3. 記憶體光通訊面臨拉回 4. CPO千元股基本面存疑 5. 台積電低點皆是好買點 6. PCB回收與循環經濟崛起 -- Hosting provided by SoundOn
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台股回檔又是一次機會！ 半導體的多殺多回檔疑慮
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