
分享股票及基金的投資經驗與資訊 -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 314 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessEducation |

我們可以很明顯地看到主動型 ETF資金大量湧入後,不僅僅是把很多股票的股價買高,更從根本上改變了台股的交易微觀結構。目前台股處於交易環境的「極端化」,面對這種「資金推動行情」與「基本面脫鉤」的市場,確實會讓人感到焦慮,因為這違背了傳統的價值投資邏輯。我強烈的建議你將「部分利潤」轉換為現金,因為做好資金控管永遠是投資致勝的不二法門。這樣即使 4 萬點的高檔出現劇烈回檔,您也有足夠的心理與財務空間來應對。聯絡資訊:lions1050623@gmail.com
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歷史經驗與比喻
您可以想像一場盛大的舞會:
1. 開場: 穿著華麗的主角們(權值股)跳第一支舞。
2. 中場: 賓客們紛紛加入,氣氛熱烈。
3. 結尾: 當連最後負責打掃、原本坐在角落的服務生都衝出來狂歡時,代表這場舞會已經沒有人在維持秩序,且隨時準備散場了。目前股市似乎就有這種沒有人維持秩序的狀況。另外投資界有一句話:「會買的是徒弟,會賣的才是師傅。」在高點沒賣股票,最嚴重的後果通常不是賠錢,而是失去紀律。保持靈活的現金水位,才能在下一個循環來臨時,再次掌握主動權。聯絡資訊:l... more
要判斷一檔股票是否具備「長期投資」的價值,不能只看短期股價的漲跌。站在 2026 年的視角,隨著 AI 技術進入核心流程整合、全球利率環境趨於穩定,長期投資的條件我覺得更應該強調企業的「韌性」與「複利能力」。現階段聯詠正處於「舊轉新」的過渡期。對於長期投資者,建議不要一次性重壓,而是利用其穩定配息的特性,在市場因短期營收波動而回測時,採取定額分批的方式進入,以降低持股成本並獲取長期轉型成功的果實。聯絡資訊:lions1050623@gmail.com
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在電子產業中,玻纖布 (Electronic Glass Fiber Fabric) 被譽為「電子工業之母」。它是印刷電路板 (PCB) 的核心補強材料,如果把 PCB 比喻成建築物,那麼玻纖布就是其中的「鋼筋」,負責提供支撐力與絕緣性能。玻纖布產業,由於擴產週期長(約 18-24 個月),2026 年正處於玻纖布產業「需求暴衝、供給追趕」的最失衡階段。投資人如果追求「估值翻轉」與日系鏈純度:可以多 關注 台玻,目前其正經歷從傳產轉型高科技材料的評價提升(Re-rating)。如果投資人追求「營... more
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我只能說非常優質,也推薦很棒的好股
不會一堆聽不懂的術語 還有個人心得分享 實在是佛心
淺顯易懂,無私分享的好節目。









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散戶好夥伴 launched 4 years ago and published 314 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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