台股衝破兩萬七，持續刷新歷史新高！很多投資人現在心情也大受振奮，但一個連假後卻出現反轉，美中貿易戰升溫，讓市場情緒及盤勢出現驟變，但才隔了一天全數回收跌掉的點數。 今天節目很榮幸邀請到資深分析師 杜金龍 ，來跟大家分享現階段台股資金的流向與最新的投資策略，投資人是否能用「非AI族群」來當作投資組合裡的「緩衝區」呢？ 主持：玩股網執行長 楚狂人 來賓：資深分析師 杜金龍 02:08 台股高檔震盪 主升段還未走完？！ 09:58 台積電漲多成最大利空？！ 續航力強還有戲 18:20 一個台股兩個世界 該把手上持股換成AI嗎？ 26:45 擔心追高風險 留意這2檔非AI股也有撐 30:45 南亞科股價反彈 該逢低佈局還是觀望？ 〖錄影時間為2025-10-14，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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