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聚財網

聚財網

聚財網 www.wearn.com/ Powered by Firstory Hosting

PublishesDailyEpisodes144Founded4 years ago
Language
Korean
Number of ListenersCategories
BusinessInvesting

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Artwork for 聚財網

Latest Episodes

解析 2025 年 12 月 3 日聚財網熱門討論,探討台股衝擊 28,000 點背後的資金暗流 。雖然指數火熱,但市場內部正經歷劇烈換血,資金已從純 AI 概念股流向具實質需求的周邊供應鏈 。焦點鎖定兩大爆發族群:「矽光子」因台積電、聯電投入,被形容為革命性技術 ;沉寂已久的「被動元件」則因 AI 伺服器需求與白銀成本上漲,重掌定價權全面亮燈 。此外,節目也剖析了法人在聯電上的土洋對作,揭示外資長線佈局與投信短線績效的衝突邏輯 。

聚財網上的分享討論 非投資建議 亦不代表聚財網立場

... more

台股10月13日盤中重挫逾800點後拉出長下影線。盤面焦點出現分化:AI題材中,資金集中追捧龍頭台達電,使其逆勢創高價;同時,軍工股因政策利多成為新興避風港,逆勢走強。整體而言,法人資金有從大型權值股流出,轉進具備基本面與特定題材的中型股跡象,顯示市場在大震盪中進行結構性換手。

聚財網上的分享討論 非投資建議 亦不代表聚財網立場

投資前請留意市場波動與風險 並為自己的投資負責

聚財網最新討論

www.wearn.com/bbs/active.asp

聚財網最... more

山雨欲來!中美關係急遽惡化,川普威脅加徵100%關稅,引爆聚財網熱議。作者驚恐預言,台股下週恐將面臨「千點回檔」的震撼衝擊。面對台積電ADR暴跌與市場的全面性恐慌,投資人該如何應對?本集將帶您深入探討網上各路高手的多空觀點與應對策略,從中尋找在不確定性中安然自處的方向。

聚財網上的分享討論 非投資建議 亦不代表聚財網立場

投資前請留意市場波動與風險 並為自己的投資負責

聚財網最新討論

www.wearn.com/bbs/active.asp

聚財網最新文章 ... more

2025年10月7日,台股在台積電帶領下衝破27000點,AI題材火熱,盤勢形同「一人武林」。但外資卻反手賣超指標股,資金出現輪動,轉向傳產、金融等低基期族群。這顯示市場於高檔的分歧與矛盾,提醒投資人應關注指數之外的籌碼流向,洞察先機。

聚財網上的分享討論 非投資建議 亦不代表聚財網立場

投資前請留意市場波動與風險 並為自己的投資負責

聚財網最新討論

www.wearn.com/bbs/active.asp

聚財網最新文章

www.wear... more

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Which podcasts are similar to 聚財網?

These podcasts share a similar audience with 聚財網:

1. 兆華與股惑仔
2. 投資癮
3. 股市隱者
4. 財報狗 - 掌握台股美股時事議題
5. 財經一路發

How many episodes of 聚財網 are there?

聚財網 launched 4 years ago and published 144 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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