台股上半年受川普關稅政策反覆影響，行情波動劇烈，下半年衝擊是否延續，成為接下來投資佈局的關注焦點。 今天節目很榮幸邀請到證券分析師 紀緯明 ，來跟大家分享下半年台股應該要如何佈局及操作？AI仍是推動台股回升的關鍵重點嗎？ 主持：玩股網執行長 楚狂人 來賓：證券分析師 紀緯明 01:15 上半年股市波動劇烈 下半年支撐台股關鍵在⋯⋯ 06:20 台積電站穩千金地位 下半年更具看頭？！ 09:31 外資對台股現股期貨反著做 原因都是為了「它」！ 12:13 消費性產品旺季不旺？！ 該趁高檔賣出嗎？ 16:20 AI仍是下半年重點 進場佈局4大族群大公開 20:22 台幣仍有升值空間 投資先避開這幾大產業 25:37 資金要放分割後0050 還是買台積電零股？ 〖錄影時間為2025-07-01，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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