【下班瀚你聊】台積電上看八千?!吳嘉隆:台股劍指十萬點!鄭麗文選到底?!賴清德直接躺贏?!2026-06-17 Ep.385

from 下班瀚你聊 · host 風傳媒

#下班瀚你聊 #吳嘉隆 #雪寶 #黃暐瀚美伊停火，川普宣佈開放荷莫茲海峽，全球能源短缺的問題解決了嗎？油價回穩？聯準會還會升息嗎？當美股應聲大漲，為什麽台股漲幅卻相對冷靜？大戶減持台積電，現在還是買進台積電的好時機？對此，總體經濟學家吳嘉隆表示，從台積電的營收與獲利觀察，若將來的EPS看到200塊，用本益比25倍計算，股價上到5000元也不意外。目前對台積電最高的預測價格是8千元，如果成真，那台股大盤有機會看到10萬點。鄭麗文日前率團訪美，針對與美國官員會面遭取消與降級接待等傳聞，表示一切都是空穴來風，吳嘉隆觀察，美國要確保國民黨裡面的親美派能夠壓過親中派，所以才降低鄭麗文的訪美行程規格。如果鄭主席真的要代表國民黨參選2028，幾乎等於保送賴清德連任。 ※本節目投資標的僅供參考，投資人應獨立判斷、審慎評估、自負投資風險 -- Hosting provided by SoundOn

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【下班瀚你聊】台積電上看八千?!吳嘉隆:台股劍指十萬點!鄭麗文選到底?!賴清德直接躺贏?!2026-06-17 Ep.385

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