0000-0529 聯發科轉單時間很微妙，Intel、台積電、聯發科微跌，聯電跌最重…成熟製程警訊大起？ 0529-1615 台積電業績亮眼，為什麼漲不太動？一人獨強、客戶只有APPLE強，旁邊小弟不強，壓抑本益比… 1615-2337 本益比愈來愈低，股價怎麼還在跌？空頭市場特性！世界回到疫情前，股價也都會回到疫情前？ 2337-2530 周五Apple就算財報好，庫存還可能堆在供應鏈。大立光宣布蘋概股最差不過如此，至少率先築底？ 2530-3521 期貨對沖策略怎麼做？多台指期、空電子期好難賺？可考慮強弱產業做，拉出獲利空間 3521-END 立端和台達電有策略聯盟，一路低接到44元，最近反彈該部分減碼留現金嗎？ -------- 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險。 -- Hosting provided by SoundOn
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