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兆華與股惑仔

EP73|混亂第1季要過了,產業好壞分水嶺正開始!誰衰退、誰成長?技嘉、台揚、儒鴻、金益鼎、美科技基金、合庫金、兆豐金、台新金分析 ft.林信富

25 Mar 2022

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0000-0855 好學生NB、PC、面板成長可能受限… 顯卡價格走弱,看雲端伺服器的營收能否彌補 0855-1515 低軌道衛星成長性佳,“領頭羊”台揚營收沒反應,該如何相信它會漲? 1515-2435 儒鴻法說會後一路跌,現已虧損是否該等反彈還是忍痛出場? 2435-2955 因ESG概念,廢棄物回收可望受惠;金益鼎近期毛利率跟營收都衰退,是否能進場存? 2955-3545 定期定額jpm美國科技和野村優質基金,若跌幅拉大,加碼機制該怎麼訂? 3545-4000 23歲存合庫金、兆豐金坐等領配股配息!資金配置4成金融股、4成美元、2成玩波段,可以嗎? 4000-END 資金小為加快增資並顧及風險,只存台新金這種入手門檻低,且會配發股票股利的標的可以嗎? -------- 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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