台股在台積電強勢帶領下指數不斷創新高，市場更押注美國9月降息，資金派對要開始了嗎?以及GB300出貨那些AI概念股受惠?節目邀請億元教授鄭廳宜來分享這兩個議題。 主持：玩股網執行長 楚狂人 來賓：億元教授 鄭廳宜 02:02 台積電創高帶動大盤 股市展開資金派對行情？！ 06:53 輝達GB300下半年全面出貨 這3檔個股受大摩看好 10:45 現在才進場買台積電 還有賺頭嗎？ 13:38 AI勢不可擋 這2檔個股跟著台積電賺錢 22:39 債券投資卡位降息 債蛙們準備笑了？！ 27:03 康霈被納入台灣50指數卻價跌 投資人該出場嗎？ 〖錄影時間為2025-09-16，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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