直接買台積電還是買0050？兩種策略差在這裡

三月份0050成分股經歷了罕見的五進五出，一次換掉五檔，而且新進的五檔全部都是AI概念股。但你知道嗎，被踢掉的那五檔裡面，不是只有統一超、萬海這種傳產，連聯詠、瑞昱這種IC設計公司都被淘汰了。這代表什麼？不只是傳產跟不上AI，連半導體圈子裡面的輸家都在被清洗。這個訊號比你想像的嚴重。0050現在的長相，跟大多數人心裡想的完全不一樣。 留言告訴我你對這一集的想法： 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting

You can listen to 直接買台積電還是買0050？兩種策略差在這裡 online on Radio and Podcast. Open the player on this page to stream the available audio.

直接買台積電還是買0050？兩種策略差在這裡 is an episode from 就是愛玩股 by 玩股網.

This episode is 9:46 long.

This episode was published on Apr 10, 2026.

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