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金臨天下

關稅20% 台股沒大殺抗關稅先選AI股

02 Aug 2025

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主持人 黃斐瑜 本集來賓 游庭皓 陳威良 楊勝帆 本集重點: ★20%關稅風暴來襲 台股步步險特別報導! ★國安基金待命 20%關稅利空出盡? 月KD金叉保護? ★台積電落後ADR 小型股活潑! 抗關稅概念股發動!? ★PCB逆勢抗跌! 尖點切入AI伺服器 逢回布局? ★中磊剛從底部發動? 網通族群不怕關稅影響? ★客機維修+無人機 長榮航太高飛 量增價揚? ★成交量王換人當! 台玻受惠玻纖布缺貨到明年? ★台20%輸日韓 繼續談否極泰來?打包大魔王條款!? ★傳產差5%更艱難 怎麼救? 股市Q3跟著景氣回調? ★CAR-T新藥治療癌症效果好! 最長19年未復發!? ★CAR-T細胞新藥淘金! 台廠CDMO新藥雙路並進!? ★00878配息0.4元連三降! 高股息四天王"它"最強!? ★關稅戰尾聲 川普想要美元指數跌還是升!? ★定期定額買美元過時? 價位投資法簡單入手!? ★亞洲漲跌各走自己路 日圓越晚換越便宜!? -- Hosting provided by SoundOn

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