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兆華與股惑仔

EP163|裴洛西準備降落!台海危機先從股市打起?成熟製程被取消補助、食品禁止進口中國,陸港股為何跌得比台股重? ft.總務股長 阿格力

02 Aug 2022

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0000-0622 裴洛西來囉!股市跌300點,外資賣近200億元…台海危機會否是起跌段的開始? 0622-1013 立即性的經濟制裁?大陸禁止台灣食品廠進口,這些廠商有多依賴?食品股下半年原物料成本下滑,彎腰撿便宜… 1013-1538 中國取消台積電成熟製程補助,中芯半導體市占率緊追聯電…很多存股族覺得聯電高殖利率,但產業變化面更需注意! 1538-2229 00900宣布殖利率近10%,今天爆量9萬多張,大溢價超過8%!不要為了息去搶溢價,每年調整成分股時期反而可偷吃豆腐… 2229-END 看騰訊、阿里巴巴跌很深,買入00752中信中國50,打算逢低往下買…但發現持有很多中國銀行股,該如何判斷有沒有微笑曲線? -------- 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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