就是愛玩股
關稅後...台股衝破24416 ?! 4檔高毛利股 比台積更活潑 台幣升推動台股持續走高 ?! 4檔高毛利股比台積電更強勢｜楚狂人 ft. 資深分析師 蔡明翰｜財富狂犇｜玩股網20250716
16 Jul 2025
美股震盪、台股起伏不定，這週全球市場又被川普的關稅發言攪動！從14國懲罰性關稅到最新對銅、藥品開刀，連晶片也傳出即將開徵。 今天節目很榮幸邀請到資深分析師 蔡明翰 ，來跟大家分享在這波劇變下，台股能否穩住腳步？投資人該如何因應？ 主持：玩股網執行長 楚狂人 來賓：資深分析師 蔡明翰 01:25 川普視關稅為萬靈丹 股市反應「沒在怕」？！ 04:27 台股有機會落後補漲 有望突破24416？！ 08:24 加碼銅.藥.晶片關稅 台股受壓力？轉單受惠？ 12:17 面臨升值、關稅2大關卡 台股佈局重點曝光 15:34 台幣升值對股利是利多？！ 佈局朝「高毛利」族群下手 22:23 高毛利AI族群股價貴參參 散戶零股投資「這5檔」 26:11 佈局升值受惠股 投資鎖定這2大類股 〖錄影時間為2025-07-11，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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