台積電配息破兆跌至這條線就買｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20260325

from 就是愛玩股 · host 玩股網

三月台股上沖下洗，很多人抱股抱到心驚膽跳，是不是多頭要走了？GTC黃仁勳喊出一兆美元AI商機，台灣供應鏈到底誰是真正吃肉的那一個？今天節目很榮幸邀請到資深分析師蔡明翰，來跟大家分享2026 年台積電的保險買進價，台股第二季的行情主軸，以及AI供應鏈接下來最值得注意的機會。主持：玩股網執行長楚狂人來賓：資深分析師蔡明翰 01:12 三月全球股市上沖下洗台股Q2主流看誰？ 08:11 AI時代最穩的台積電合理長線切入點在「這」 13:35 台積電現在太貴買不下手你正和「錢」擦身而過 16:23 兆美元等級市場進階AI商機全解析 27:27 黃仁勳的五層蛋糕這幾檔台股獲利最肥 34:08 鈺創套牢多年這波記憶體回溫能解套嗎？〖錄影時間為2026-03-20，非影片上架日盤勢〗留言告訴我你對這一集的想法：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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台積電配息破兆跌至這條線就買｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20260325

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