台股熱度榜EP108 | 報喜不報憂台積電法說會還能信嗎？| 台積電股價不上不下何時能漲回千金？| 汽車關稅大轉彎 AM廠擁抱短線利多 #高閔漳

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川普關稅政策變變變，之前說要放過輝達的H20，如今H20又被盯上，出口中國得獲得許可。汽車關稅也是一樣，之前說要課徵25%，如今又給了緩衝期，在這一段時間內，相關的汽車AM族群要如何操作？台積電17日召開法說會，雖然法說內容好到爆，但是股價就是不上不下。不僅如此，針對關稅議題，台積電也表示沒有影響，更沒有要合資拯救英特爾，既然前景一片璀璨，台積電有沒有機會回到千元？觀眾朋友們是否贊同節目內容的觀點？還有哪些股票是大家看好的？歡迎一起參與節目的製作，並且在底下留言，分析師就有機會在節目中討論！ 00:00 精彩預告 00:28 開場 02:21 25%關稅暫喊卡汽車類股釀反彈 11:02 台積法說超預期需求旺、無合資 16:13 本週台股漲幅排行榜 14:50 投信&外資同步買超排行榜 17:20 熱度調查局 : 個股診斷 20:38 下週潛力股 #台積電法說 #半導體關稅#對等關稅#英特爾#合資#CoWoS#資本支出#設備廠#海外建廠#汽車關稅#AM廠#輝達#H20#艾司摩爾#穎崴#奇鋐#台積電#惠特#光聖 🎤主持：#品樺 🎤來賓：分析師 #高閔漳 📢每週五晚上七點首播 📢節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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台股熱度榜EP108 | 報喜不報憂台積電法說會還能信嗎？| 台積電股價不上不下何時能漲回千金？| 汽車關稅大轉彎 AM廠擁抱短線利多 #高閔漳

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