台積電於4/14公布今年第一季財報，表現超乎預期，然而股價卻與財報出現脫鉤！究竟電子產業在今年面臨甚麼的挑戰，本集將從產業面、財報面以及籌碼面來分析台積電，股價不漲反跌的主因何在？同時展望2022下半年，投資人又可以留意哪些電子族群呢？ 《本集重點摘要》 - 財報超出預期，台積電股價不漲的原因是？ - 以產業面來看，成熟製程需求放緩，未來是否會影響台積電營收表現？ - 一月台積電股價創歷史新高，如今外資卻不斷撤資，主要原因為何？ - 綜觀財報、產業以及籌碼，台積電現在是否適合進場呢？ - 展望下半年，投資人可以留意哪些電子產業，進行相關布局？ -- 主持人 | 沛甫 與談人 | 林宏文（今周刊顧問、「科技點評家」專欄作者） -- Hosting provided by SoundOn
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