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補貼喊卡、股王震盪、生技與軍工狂飆，基本面跟得上嗎？ 台股突破歷史高點後震盪劇烈，從台積電補貼爭議、AI 三王觀察、PCB 炒作、匯損回沖，到無人機與生技股過熱現象，本集帶你回到基本面，看清什麼是真價值、誰會留到最後。 【單集重點】 1.ＰＣＢ大浪能到何時 2. 產業老大傳棒給老二 3. 第三季匯損可能回沖 4. 興櫃奇兵成了挖寶目標 -- Hosting provided by SoundOn
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