外資空單8萬口壓頂　台積電法說能翻盤？｜楚狂人 ft. 億元教授鄭廳宜｜財富狂犇｜玩股網20260715

from 就是愛玩股 · host 玩股網

7月不只指數震盪加劇，市場主流也快速輪動，從AI、記憶體到被動元件、封測，每天都有不同族群接棒演出，投資人最怕的是不知道下一棒在哪裡！今天節目很榮幸邀請到億元教授鄭廳宜，來跟大家分享第三季台股到底是拉回找買點，還是行情即將變盤？下半年最值得留意的產業族群跟操作節奏是什麼？主持：玩股網執行長楚狂人來賓：億元教授鄭廳宜 01:58 台股洗三溫暖？！牛市變了？買點到了？ 08:48 韓廠槓桿一槍斃命？！台記憶體還能抱嗎？ 16:04 封測.被動元件熄火？！下一波換誰漲？ 18:24 第三季撿便宜這2檔隱形黑馬股曝光 29:24 成熟製程沒戲了？！聯電還要抱嗎？〖錄影時間為2026-07-14，非影片上架日盤勢〗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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外資空單8萬口壓頂　台積電法說能翻盤？｜楚狂人 ft. 億元教授鄭廳宜｜財富狂犇｜玩股網20260715

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