指數沒跌多少、個股卻跌深　杜金龍：留5成現金等42,000點｜錢鏡你家｜2026.07.17

from 投資不踩雷 · host 鏡週刊理財組

台股上半年在AI狂潮帶動下大漲，市場情緒一度沸騰，但進入第三季後，高價AI股開始修正，成交量也明顯降溫，投資人開始擔心多頭行情是否已經告終。股市老先覺杜金龍在《錢鏡你家》節目中表示，基本面並沒有改變，上市櫃企業獲利仍持續成長，目前只是多頭行情中的整理階段。他預估，第三季將維持箱型震盪，指數有機會回測季線約42,000點附近；但真正的新一波攻勢，可能要等到年底六都選舉落幕後才會展開。主持：吳明曄來賓：杜金龍（本集 7/16 於鏡發財首播，7/17 鏡好聽播出） Podcast聲音後製：謝佩妤

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指數沒跌多少、個股卻跌深　杜金龍：留5成現金等42,000點｜錢鏡你家｜2026.07.17

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