台股熱度榜EP110 | 4大CSP廠財報全都露資本支出到底有沒有放緩？|新台幣狂升、熱錢流入，下週台股有望回補對等關稅缺口？ | 美國Q1經濟萎縮為何專家說是「假衰退」？ #高閔漳

from 財富履行團 · host takeatripgo

近期新台幣成為市場新亮點，單單4月一整個月，新台幣就狂升1.165元。新台幣的狂升也帶動熱錢流入，讓加權指數有機會回補4月初的「對等關稅缺口」。不僅如此，美國四大CSP廠新一季的財報也紛紛出爐，資本支出未見緩解，有望讓AI供應鏈持續暢旺。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 00:27 開場 01:40 資本支出未見縮減 AI概念股有望續強 10:51 本週台股漲幅排行榜 11:19 投信&外資同步買超排行榜 13:33 熱度調查局:個股診斷 15:00 下週潛力股 #新台幣升值 #資產股#CSP廠#資本支出#Google#Meta#亞馬遜#微軟#川普民調#美國GDP#CPO#偉詮電#晟銘電#均豪#神盾 🎤主持：#品嫻 🎤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EP110 | 4大CSP廠財報全都露資本支出到底有沒有放緩？|新台幣狂升、熱錢流入，下週台股有望回補對等關稅缺口？ | 美國Q1經濟萎縮為何專家說是「假衰退」？ #高閔漳

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