美國即將在8月啟動新一波關稅政策，而台積電法說也釋出超乎預期的利多訊號，讓市場氣氛出現變化。加上台幣近期出現微幅貶值，資金動向與產業輪動成為關鍵！ 今天節目很榮幸邀請到億元教授 鄭廳宜 ，來跟大家分享如何看懂下半年台股該怎麼走、資金往哪流、又該選對哪些產業，才能穩穩賺、避開風險！ 主持：玩股網執行長 楚狂人 來賓：億元教授 鄭廳宜 02:02 關稅對上台積電 雙力道交鋒台股多頭有望？！ 04:28 台幣高點會在「這」 未來霸權仍是美元 06:52 美債還會再崩嗎？ 億元教授：差不多了！ 09:19 起風了！ 回檔就是台積電進場好時機 12:50 台積電帶旺AI熱潮再起 供應鏈這4檔最受益 19:45 台幣小幅回貶外資轉保守 資金流向藏玄機 22:53 創意漲多想進場 追價風險如何拿捏？ 〖錄影時間為2025-07-22，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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