台積下半年營收再創高?! 聯電迎接漲價循環?｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20260819

from 就是愛玩股 · host 玩股網

這陣子大盤指數看起來風平浪靜，但個股輪動快到像龍捲風，從外溢效應到老 AI 族群強勢回歸，你手上的股票到底買對了沒？今天節目很榮幸邀請到資深分析師蔡明翰，來跟大家分享如何在這波變化多端的行情中精準抓對輪動節奏，現階段到底該怎麼佈局才安穩！主持：玩股網執行長楚狂人來賓：資深分析師蔡明翰 01:55 資金輪動快如狂風台股還能再攻高？！ 10:53 AI外溢紅利成熟製程回溫還能買？！ 19:21 老AI四雄強勢回歸？！誰是下一強棒？ 24:03 核心抱市值型ETF 個股拉回買誰最賺？ 29:12 群創轉型先進封裝真獲利還是炒作？〖錄影時間為2026-08-14，非影片上架日盤勢〗加入會員，支持節目： https://wantgoo.firstory.cc/join 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 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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台積下半年營收再創高?! 聯電迎接漲價循環?｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20260819

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