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今周大耳朵

尋找台積電3奈米受惠飆股! 專家解讀:不只供應鏈吃香,護國神山用水概念股可留意 Feat.黃豐凱 |Today來讀冊 EP105

15 Dec 2023

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展望2024年股市,市場樂觀看待上看2萬點?曾任政府委外四大基金代操經理人、《國家級基金操盤手選股教戰手冊》作者黃豐凱認為:「只能期待,但不容易來到。」 他觀察上攻1萬8千點都必須靠「運氣」,此運氣可能來自俄烏戰爭的結束,或許有機會出現災後重建商機,屆時面板、航運、螺絲螺栓、鋼鐵等可能受惠。 主持人 | 張孝瑜 與談人 | 前國安基金經理人黃豐凱 與談書籍 | 國家級基金操盤手選股教戰手冊 -- ★立即加入Podcast專屬交流社群 | discord.gg/ZCYX3MseRh ★書籍連結 | https://reurl.cc/L6vq0x -- Hosting provided by SoundOn

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