
白天在 IPO 輔導公司看盡上市內幕,下班後是個流著賭徒血液的台股散戶。 每週三固定上架,週五或六擇一天上架。大戶座談不定時上架 本節目從散戶視角出發,邀約大戶與業內人士座談,挖出那些刷新三觀的市場觀點。 Apple | Spotify | Youtube | Instagram Powered by Firstory Hosting
| Publishes | Twice weekly | Episodes | 39 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessInvesting |

台積電法說交出一張幾乎完美的成績單,隔天盤面卻像廟口歌仔戲唱完開始拆棚,台股創下史上最大跌點。前一晚全球 AI 半導體先修正,到了台股,台積電現貨跌幅被放大成 ADR 的 3.1 倍。這集是台積電法說後的崩盤週對帳。
• 全球半導體先倒,不是台積電一家公司出事。台積電 ADR 跌 2.32%,台股現貨跌 7.29%,權重、外資賣壓與融資停損把跌勢放大。
• 法說不是不好,反而強到幾乎完美。市場在算的是好消息兌現、Q3 毛利率區間、海外廠爬坡與 N2 前期成本,不能只用一句「利多出盡」帶過。
•... more
明天台積電法說會,表面大家都在等明天開口,盤面這三天已經先搶答了。先殺兩天,法說前一天全面反攻,而且搶最兇的不是電子,是塑化。就像廟會還沒開始,陣頭已經在街上敲敲打打,敲最大聲的不是主壇那團。這集是法說前夜的盤後對帳。
• 加權從 45,354 收到 45,631,一週漲 0.61%,三天成交 33,249 億。櫃買走相反,從 424 跌到 416,跌 2.02%。上市漲、上櫃跌,分化週。
• 外資一週累計賣 728 億,但最後一天只賣 14 億,差不多收手了。那天推盤的是投信買 114 億、... more
因為上週趨勢復盤,有些個股我一直唸不順,我一樣會放到IG再請大家移駕去看
本週外資縮手、內資接盤。加權從 46,780 跌到 45,354,一週跌 3.05%。櫃買跌更深,4.58%。表面看是指數跌三趴,盤面照舊外資退場、投信接手。
• 外資一週合計賣超 1,654 億,投信硬頂 494 億回來。賣壓其實比 EP34 那兩天輕,只是拖了四天。指數能守在三趴,是投信加內資在下面撐住。
• 廣度偏空沒轉正。四個交易日裡面有三天下跌家數過半,禮拜三指數收紅,可是下跌家數還多過上漲,權值股硬拉出來... more
這週的台股不是要反轉,只是大出血後的喘口氣。雖然指數收紅,但下跌家數高達 767 檔,外資現貨雖然賣超縮小,但期貨空單竟然還在偷加碼。當資金從攻擊型的電子股撤退、躲進金融股避風頭的時候,該看的是「體溫」有沒有降下來。
台幣匯率是體溫計: 溫標現在還在 32.03 元,雖然從 39 度降到 38 度沒那麼燙了,但病還沒好。分享 4 個判斷真止血的標準,台幣沒回 32 以下、外資賣超沒縮到 200 億內,都先別衝動。
電子股的主殺戰場: ABF 載板(欣興、南電、景碩)與高波動電子族群這週被打得... more
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整體很有內容,說話的節奏耶很舒服,很適合參考,重點主持人超用心會整理資料在threads,這麼好的節目推推👍👍👍
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韭菜之聲|散戶敢問,大戶敢說 launched 4 months ago and published 39 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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