🎯【先探投資週刊】總編輯黃輝明vs.資深分析師蔡明翰深入分析:
👉7月台股三大關鍵曝光!AI股、除權息、台積電法說誰是主軸?
🎯本集四大重點解析:
👉AI基本面驗證期,輝達與美光成關鍵風向球
👉除權息行情啟動,法人操作重點是抓節奏
👉台積電法說會牽動行情,股價在會前會後反人性
👉高股息不等於穩賺,分辨真高息、假高息與填息能力
📢錄影時間:2026年6月24日
📢投資標的僅供參考,投資人應獨立判斷、審慎評估、自負投資風險。
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🎯【先探投資週刊】總編輯黃輝明vs.資深分析師蔡明翰深入分析:
👉為何散戶總賣在最低點?市場恐慌背後藏什麼?法人看穿主力劇本!
🎯本集四大重點解析:
👉高檔市場為何特別容易被假消息左右?
👉三大AI偽黑天鵝事件真相揭密
👉法人面對利空的標準SOP公開
👉如何分辨假利空與產業反轉訊號?
📢錄製時間:2026年6月17日
📢投資標的僅供參考,投資人應獨立判斷、審慎評估、自負投資風險。
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🎯【先探投資週刊】總編輯黃輝明vs.資深分析師蔡明翰深入分析:
👉COMPUTEX引爆!看懂Vera Rubin供應鏈、AI PC、除權息行情。
🎯本集四大重點解析:
👉Vera Rubin帶動的新AI伺服器供應鏈
👉AI PC正式起飛,記憶體族群機會
👉法人評估AI概念股真正訂單與獲利
👉6月、7月除權息行情與選股策略
錄製時間:2026/06/03
📢投資標的僅供參考,投資人應獨立判斷、審慎評估、自負投資風險。
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Hosting prov... more
🎯【先探投資週刊】總編輯黃輝明vs.資深分析師蔡明翰深入分析:
👉COMPUTEX與SpaceX兩大熱門題材出發,拆解AI高速傳輸、光模組、雷射封裝、ASIC、ABF載板成長方向
🎯本集四大重點解析:
👉AI資料洪流爆發!光通訊進入「光的時代」
👉GPU太貴了?ASIC客製化晶片正全面崛起
👉雷射封裝、光模組、ABF載板誰最先受惠?
👉4萬點行情 法人如何鎖定下一波AI主升段?
🎯先探 × 蔡明翰:台股產業投資專修班實體、直播同步
財經專家蔡明翰老師,... more
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賺財富看先探 launched a year ago and published 48 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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