台積財報嚇人 設備股先漲底部確立 牛市輪漲開始 episode artwork

EPISODE · Apr 17, 2026 · 47 MIN

台積財報嚇人 設備股先漲底部確立 牛市輪漲開始

from TVBS財經 · host TVBS

主持人 黃斐瑜 本集來賓 游庭皓 王兆立 高憲容 謝文琪 本集重點: ★賺字這樣寫!台積電雙率破紀錄 供應鏈跟著噴! ★台積電Q1財報破表! 雙率EPS飛越財測新高!! ★台積維持資本支出近高標 Q2營收估季增1成!! ★魏哲家:AI需求強 短期營運不受中東情勢影響!! ★台積2000新低點? 股市回牛市 新時代來臨? ★台股連8紅驚驚漲? 高點近了? 融資增先整理? ★台積電法說會利多實現? 2000元附近還能買? ★大摩升奇鋐目標價2750元 右上角股怎切入? ★晟銘電去年EPS創掛牌高 股價右下角受委屈? ★大摩升台積資本支出 矽科宏晟拉回找買點? ★不只有軍工 千附精密切入量子運算添動能? ★台積電台美衝產能 協力廠漢唐低接布局? ★日東紡帶飛玻纖布 富喬 台玻拉回月線再買? ★台虹Q1營收歷年最強 卡位AI半導體應用? ★低薪高房價問題難解? 有錢人不買房改炒股? ★先進封測發燙! 同欣電挑戰前高 精材被低估? ★大立光衝CPO剛轉強? 今國光補漲物美價廉? -- Hosting provided by SoundOn

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台積財報嚇人 設備股先漲底部確立 牛市輪漲開始

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