台積電回檔到這快撿 卡位AI作夢行情 鴻海,廣達,緯穎,聯發科被低估 2026再賺3成？ 4招挑對產業賺年底行情《鈔錢部署》盧燕俐 ft.李永年 施政廷 20251204
鈔錢部署–華視優選
•
December 4, 2025
鈔錢部署–華視優選
@ctsfeaturedAbout
//華視首推//質感型白話理財節目-《鈔錢部署》💰 由理財專家"盧燕俐"，邀請財經界專家與達人，每週分享正確嶄新的理財觀念、財經大小事，以及優質的投資標的，告訴你「理財不須投機取巧、不須時時盯盤，優雅投資其實很簡單」 ⏰每週二、四 晚上八點 Youtube線上首播⏰ 一起鈔錢部署 x 放大財富
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想為AI年底作夢行情做準備？永年哥點名4檔「被委屈的好股票」準備爆發，Q1甚至還有機會再賺三成！以及安聯基金經理人施政廷，教你靠主動式ETF簡單4招抓住年底行情。 #AI股 #台積電 #鴻海 #廣達 #緯穎 #聯發科 #作夢行情 #主動式ETF #00984A #超前部署 #鈔錢部署 #廣編特企 🎤主持：理財專家 #盧燕俐 🎤來賓：股市獅公 #李永年 🎤來賓：安聯投信基金經理人 #施政廷 👇筆記在這邊👇 00:00 節目預告 03:26 股市獅公點名4檔AI股 抱到明年Q1爽賺2~3成 06:37 台積電整理換攻勢 永年哥估明年衝上1850 14:06 國防預算1.25兆誰受惠？七檔軍工+AI雙引擎占先機 14:49 訂單Delay非流失！聯發科AI＋軍工成雙引擎 21:07 台股變貴但不代表不會漲 施：貴帶來了震盪 22:50 選對基金多頭滿手獲利要停利？ 經理人給1實用建議 25:30 即將邁入2026年 00984A年底調整策略”加大成長” 27:48 主動高股息ETF特性 依台股慣性靈活動態調整 30:13 00984A特色一覽 4策略「分散兼具動能」 💡延伸主題看更多💡 鴻海廣達別亂跳車 3檔Google受惠股正甜 👉 https://youtu.be/COgq0G2qu3I 1指標台股穩坐34,000 3檔PCB股卡位很OK👉 https://youtu.be/FBDNo5ylQps ⏰每週二,四晚上八點 首播來簽到 🧠本節目投資標的僅供參考，投資人應獨立判斷、審慎評估、自負投資風險 🔔本節目19:26-35:57由安聯投信贊助播出，本片段於2025/11/24錄製 🔍更多鈔錢這裡看🔍 FB免費領圖卡》https://facebook.com/CTSFeatured 加會員看專訪》https://ftcts.psee.io/MF_MBJoin 鈔錢節目介紹》https://pse.is/CTS_MoneyFirst Apple Podcast》https://pse.is/MoneyFirst_AP
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