Can 定賺 (Can Definitely Win)

20260713每週心得


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台股,大盤與櫃買上週出現震盪修正,但市場正屏息等待下週兩大重磅事件——7/15 ASML 財報7/16 台積電法說會。台積電高毛利率與 CoWoS 產能的強勁預期是否能成為大盤最強力的撐盤關鍵?面對老 AI 股的評價修正與矽晶圓族群的異軍突起,投資人該如何攻守兼備?


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Can 定賺 (Can Definitely Win)By Dalia