美中大和解，美國撤銷 AI 晶片禁令，加上COMPUTEX在本周展開，帶旺台股AI概念股向上衝。 今天節目很榮幸邀請到億元教授 鄭廳宜 ，來跟大家分享近期攻高拚回補「川普缺口」的台股，後續挑戰半年線是否也近在眼前了？美中大和解後，台股該如何操作佈局？ 主持：玩股網執行長 楚狂人 來賓：億元教授 鄭廳宜 02:15 三大利多＋台股回補 站上年線近在眼前？！ 06:58 以往台幣升值的影響 與現在的情況大不同 11:10 看好台股將走多頭 億元教授這樣存股 13:32 台灣投資人的一生最愛 買0050不如買「它」 18:19 穆迪調降美3A信評 美債不香了嗎？ 24:13 股比債有賺頭 現階段多留意這3檔個股 31:04 MSCI剔除朋程 投資人還能續抱嗎？ 〖錄影時間為2025-05-20，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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