台股面臨「最危險月份」？！散熱、光通訊、IP強勢股入列最危險月份台股將轉折？個股兩極化台積、台達電撐盤｜楚狂人 ft. 資深分析師杜金龍｜財富狂犇｜玩股網20250709

from 就是愛玩股 · host 玩股網

台股七月開局震盪，雖然守住兩萬點大關，但成交量縮、主流族群也在洗牌，AI 是續航還是陷阱？今天節目很榮幸邀請到資深分析師杜金龍，來跟大家分享如何從大盤結構、主流輪動，一路解析七月投資的關鍵轉折，及投資佈局方向。主持：玩股網執行長楚狂人來賓：資深分析師杜金龍 01:36面臨「最危險的月份」台股面臨轉折？震盪洗盤？ 07:55 台股下半年發展樂觀個股發現兩極化？！ 12:33 AI題材輪流點火下一個主流族群換到「它們」 17:14 AI題材高檔震盪資金佈局回檔低基期個股 19:46 台對中反傾銷稅鋼鐵、中概股還能投資嗎？ 23:40 世芯-KY漲高後震盪投資人該抱還是減碼？〖錄影時間為2025-07-08，非影片上架日盤勢〗留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting

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台股面臨「最危險月份」？！散熱、光通訊、IP強勢股入列最危險月份台股將轉折？個股兩極化台積、台達電撐盤｜楚狂人 ft. 資深分析師杜金龍｜財富狂犇｜玩股網20250709

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