
選股教練陳唯泰,秉持不欺騙、不發廢文、不譁眾取寵的3不原則,把股票投資當做一門重要的功課,跟各位分享自身觀察到的投資機會。 最新消息在這裡: linkgoods.com/moandfrog 部落格 moandfrog.pixnet.net/blog -- Hosting provided by SoundOn
| Publishes | Twice monthly | Episodes | 31 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessEducationInvesting |

3702 大聯大
3036 文曄
3090 日電貿
8112 至上
8096 擎亞
2459 敦吉
最後選出哪3家呢?
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AI模型進化,需要更多記憶體跟算力。
概覽2026年GTC大會重點,
產業鏈解析。
尋找台股的投資契機。
關鍵字:
Vera Rubin
Groq LPU
Token
AI運行成本
low power
光進銅退
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現在買AI股怕追高嗎?
以CoWoS為核心的次族群,是可以優先留意的方向!
原因很簡單,
台積電2026年的資本支出說明了一切。
CoWoS的產能成長最快的時間點,是在2026年底,
所以按照產業的時序,
今年的設備、測試以及特用化學品,
分別在今年Q2、Q3以及Q4,營收來到高峰。
鎖定長線趨勢裡的指標股,
等待漲多拉回的時候再做分批進場跟佈局。
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許多投資朋友
都擔心台北股市會不會漲太多了?
那麼是不是要賣股票了?
現在的台北股市還沒有馬上要出現
由多頭轉為空頭的時間點,
現在比較像是
「因為漲多要去進行震盪跟調整」
或者「短線上面修正的情況」。
大家所需要做的就是,
可能把一些手中漲多的個股,
尤其是電子股的部分,
可以逢高去做一些獲利了結,
把多餘的資金轉到一些
所謂的資金避風港上面。
屬於價值型投資的話,要選哪家
想要股息跟價差~雙賺的話,選哪家?
想要穩定收息的,選哪家? more
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跟著我擇機入市-陳唯泰 launched a year ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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