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謝金河話投資

物競天擇,選最好的企業! 從便宜買,到好公司貴貴買

23 May 2025

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關稅大戰暫告段落 在恐慌下墜的路上,有人打落水狗,也有人雪中送碳,像是台大一位吳姓教授鐵口直斷說台積電跌破五○○元,魏哲家董事長要辭職下台,我看到國泰投信董事長張錫在七日挺身而出說這是「人造熊市」,他呼籲大家不要慌張,這「人造熊市」四個字非常有創意,第二天我就順著「人造熊市」的說法,強調台灣的韌性,提醒大家在市場最恐懼時刻是買進最好公司的好機會! -- Hosting provided by SoundOn

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