上周美國聯準會宣布降息後，台股表現比美股來得亮眼，指數還帶動資金快速輪動，讓市場投資人既興奮又有點擔心。這到底是一波新的上攻起點，還是只是修正前的假象？ 今天節目很榮幸邀請到資深分析師 陳威良 ，來跟大家分享 Fed 降息後台股的下一步會怎麼走？即將進入第四季的電子旺季，該如何挑選投資標的、佈局資金呢？ 主持：玩股網執行長 楚狂人 來賓：資深分析師 陳威良 02:09 台股屢創新高 為何大部分投資人卻無感？ 05:34 台股衝破2萬6 後勢上攻觀察指標看這裡 09:05 FED降息台股續漲 資金回流偏好這5檔權值股 13:07 漲價產業群雄爭霸 這3大族群備受看好 15:50 南亞科暴漲被處置 投資人該出場了嗎？ 20:59 Q4電子旺季來臨 散戶投資配置策略大公開 25:11 「廣達金孫」達明 掛牌上市後值得追嗎？ 〖錄影時間為2025-09-23，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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