台股熱度榜EP34 |台股Q4作夢題材曝光 3題材9標的搶先卡位 | 輝達高通搶產能為何台積電的股價還是漲不動？| iPhone15賣到缺貨低本益比蘋概股具漲相 #作夢行情 #iPhone15 #台積電

from 財富履行團 · host takeatripgo

蘋果iPhone15系列新機於9月中開放預購，立即掀起一波搶購潮，最高階Pro Max的到貨期約50天，等候時間刷新歷來紀錄。市場原本預期消費性電子產品需求不振，恐拖累蘋果新機的出貨量，如今熱賣到缺貨的iPhone15，是否又能扮演起「一顆蘋果救台股」的角色。台積電近期利多不斷，不但搶下高通5G旗艦晶片訂單， CoWoS的產能也塞爆，不過股價似乎不給力，從6月中高點594元一路下殺。在半導體下行週期延續與新台幣弱勢的壓力下，台積電的股價何時能有起色？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！ YT版本：https://www.youtube.com/@takeatripgo #蘋果 #iPhone15 #蘋概股 #大立光 #台積電 #CoWoS #新台幣匯率 #台股Q4作夢行情 #世芯 #創意 #緯創 #技嘉 #奇鋐 #金像電 #家登 #智原 #愛普 #驊宏資 #M31 #樺漢 #博智 #華城 🎤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 -- Hosting provided by SoundOn

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台股熱度榜EP34 |台股Q4作夢題材曝光 3題材9標的搶先卡位 | 輝達高通搶產能為何台積電的股價還是漲不動？| iPhone15賣到缺貨低本益比蘋概股具漲相 #作夢行情 #iPhone15 #台積電

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