聚財線上

About 聚財線上

聚財網 https://www.wearn.com/ Powered by Firstory Hosting (https://firstory.me/zh)

Publisher

聚財網

Category

business

Language

zh

Explicit

No

First episode

12 Sept 2021

Latest episode

3 Dec 2025

Latest episodes

144 episodes in the feed.

1. 

   3 Dec 2025

   台股衝擊2萬8，水下資金卻在瘋狂「大換血」！AI 資金外溢效應！賣玻纖、記憶體，轉進這 3 大板塊...

   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 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 https://www.wearn.com/bbs/active.asp 聚財網最新文章 https://www.wearn.com/bbs/active_t.asp 聚財網焦點文章 https://www.wearn.com/bbs/activehot.asp 聚財網熱門作家 https://www.wearn.com/blog/ 聚財網 https://www.wearn.com/ Powered by Firstory Hosting (https://firstory.me/zh)

2. 

   13 Oct 2025

   殺盤見真章！AI只剩它？台達電獨強噴上千元，下個「電神」在哪？國安基金進場，新主流浮現！

   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 https://www.wearn.com/bbs/active.asp 聚財網最新文章 https://www.wearn.com/bbs/active_t.asp 聚財網焦點文章 https://www.wearn.com/bbs/activehot.asp 聚財網熱門作家 https://www.wearn.com/blog/ 聚財網 https://www.wearn.com/ Powered by Firstory Hosting (https://firstory.me/zh)

3. 

   12 Oct 2025

   山雨欲來！台積電ADR暴跌，台股週一血流成河？國安基金的秘密劇本？作者大膽猜測！

   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 https://www.wearn.com/bbs/active.asp (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3VTS2hnNURnUFZxYjFYUFEwYXdMcVQ0V1EzQXxBQ3Jtc0tuakkzb2M3cHZyYmFxVlQ3ZWtNbFdGc01jd3I0VC01RkpadF9QRk1hRkNDNG1JY0FjbFFOYTgzRkh2d0ZYQ2ZsUDNUbm1LNFd6YmxuUUJveHg5UlNkRlhZTmN1VHB1QXRQWXJ6TV9xeW5pSXhGWW4wSQ&q=https%3A%2F%2Fwww.wearn.com%2Fbbs%2Factive.asp&v=CAHQCaTYLTA) 聚財網最新文章 https://www.wearn.com/bbs/active_t.asp (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDFObWV5cllOV29xSjVReFhmTTBlSm1CbXluQXxBQ3Jtc0tsdGhobEdfc005RjlkajRCekhlWXZfcWpKQVlUREtlOTJRQnVFeXotYnJxUjgzX2xuNUgtQl9zRjV6aWdlOXZ4WkJ4cTllN1Y5b3FMbXcxZUIxdndSaXMtOU4wNml6dkJnbEphQWdORzdsSDZjTWh1VQ&q=https%3A%2F%2Fwww.wearn.com%2Fbbs%2Factive_t.asp&v=CAHQCaTYLTA) 聚財網焦點文章 https://www.wearn.com/bbs/activehot.asp (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkM3RHVUWnFZN3BKUlAzcEszaVMyc3NrM2gtQXxBQ3Jtc0treHdaZk93WDlqcUV3LUtta3FSbHdkQ2ZFcUhUcmplVm14aDB3TnljSWptRGJuOXRpdThtbU1aRmNtS3E1T2dzS0x5RGI4U29udGFsUVpLZThCVnlhOVRVbEI4OEk4MU92Q2hEcDFzOVIyd3B0MVFRWQ&q=https%3A%2F%2Fwww.wearn.com%2Fbbs%2Factivehot.asp&v=CAHQCaTYLTA) 聚財網熱門作家 https://www.wearn.com/blog/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmp4Uk92N280TkJ5R0x4c2hWdTRZYVR2UnFMd3xBQ3Jtc0ttTFBDZkRuaXBsYlFmYi1nQVZRVDFMckFZU0JtWXVpYXZuVnVFSko4cXM2aG9mVEZIc3NrNG5rOWRpVS1VZm0tMS1zc3RtUzdfY1pTdE05TTB3SXdabHRpSnEtdnQ5UEZaM3JuYVBCREstV05CcUZ6RQ&q=https%3A%2F%2Fwww.wearn.com%2Fblog%2F&v=CAHQCaTYLTA) 聚財網 https://www.wearn.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGN5VTVqTzRyRmFGVlIxNVFvREpoVjRacnAtd3xBQ3Jtc0tuNzdwNlpLNW1XcC16QjYyTmtYaXhvZnNKaU1HT0pQZ2FYdktFYjcybE1WRVJXSjdzM1dtQV9vUDRpZmV6MmZGdXYwRjRJbFdYeWp0dmQxb3I2YjNyLWNYQnVHZmJOZ0lXU0JSZmlxeUlRY25pYVB6QQ&q=https%3A%2F%2Fwww.wearn.com%2F&v=CAHQCaTYLTA) Powered by Firstory Hosting (https://firstory.me/zh)

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