今年的台股在1/22就封關，一路休市11天，直到⅔才開紅盤，面對這史上第二長的休市假期，該不該抱股過年？又成為投資市場熱議焦點。今天節目很榮幸邀請到資深分析師 蔡明翰，來跟大家分享今年的休市期間前剛好碰到美國總統川普1/20上任，台股僅反應兩個交易日就封關，使得投資人對於今年要不要抱股過年更是「心驚驚」，今年到底該不該抱股過年呢？ 🎙 主持：玩股網執行長 楚狂人 🎤 來賓：資深分析師 蔡明翰 01:39 今年全球股市發展 全看川普這顆未爆彈？！ 03:44 川普政策風險高？！ 過去經驗告訴你市場反應 07:00 該不該抱股過年？ 這些產業先避開較安全 12:15 今年過年持股可比往年多 等待年後開紅盤 17:24 抱「安心股」過好年 AI趨勢股強者恆強 18:55 年前投資股市找話題 年後投資回歸基本面 19:26 抱「安心股」過好年 AI趨勢股強者恆強 22:28 搶進高殖利率金融股 進可攻退可守 26:06 ETF投資人 選擇適合風險標的做配置 30:48 受國產車新規影響 中華車該停損了嗎？ 〖錄影時間為 2025/01/10，非影片上架日盤勢〗 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting
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