就是愛玩股
台股高檔震盪 轉機？危機？ PCB熱潮延燒 長短線策略曝 台積內憂外患 股價新挑戰 PCB短打長抱三招佈局｜楚狂人 ft. 資深分析師 蔡明翰｜財富狂犇｜玩股網20250827
28 Aug 2025
台股在創下歷史新高24551後卻熄火不再衝，台積電還因為「換股權」風波市值大蒸發，台股盤勢震盪究竟是機會還是風險？ 今天節目很榮幸邀請到資深分析師 蔡明翰 ，來跟大家分享台積電面對內優外患後的最新挑戰，科技ETF資金是否出現外流？AI熱潮下的PCB族群的投資機會與風險。 主持：玩股網執行長 楚狂人 來賓：資深分析師 蔡明翰 01:36 台股創24551後熄火 高檔震盪是機會還是風險？ 03:08 今年台股發展方向 與去年走勢雷同？！ 07:55 台積電面臨「內憂外患」 未來股價展望仍樂觀？！ 12:14 台積電登1200後震盪拉回 全都是「川普」的關係？！ 17:25 9月FED若降息 台股資金會往哪裡移動？ 22:39 AI帶動PCB熱潮 長、短線佈局個股大不同 28:57 長期存ETF 該選00981A還是0050？ 〖錄影時間為2025-08-22，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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