有台積電才有地位!億元教授喊2300元 指數拚3萬7ft.鄭廳宜|錢鏡你家|2026.02.13 episode artwork

EPISODE · Feb 13, 2026 · 23 MIN

有台積電才有地位!億元教授喊2300元 指數拚3萬7ft.鄭廳宜|錢鏡你家|2026.02.13

from 投資不踩雷 · host 鏡週刊理財組

2026年全球半導體成長動能持續強勁,台股封關當天台積電股價正式站上1900元大關,成為台股衝刺的核心引擎。億元教授鄭廳宜指出,隨AI晶片需求進入高增長期,台積電預估EPS(每股盈餘)將從今年的88元攀升至2028年的120元,再加上記憶體族群狂飆,今年底台股有機會上看37000點。與此同時,美國聯準會正式進入「華許時代」,其創新的「降息與縮表」併行政策,究竟是互補還是衝突?端看流動性風險如何控制。   主持:吳明曄 來賓:鄭廳宜   (本集 2/12 於鏡發財首播,2/13 鏡好聽播出)   Podcast聲音後製:劉寶苓

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有台積電才有地位!億元教授喊2300元 指數拚3萬7ft.鄭廳宜|錢鏡你家|2026.02.13

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