【全集】史上最強漲點！聯發科亮燈 等漲？換股？分析師看好「這幾檔」 - 黃世聰 謝晨彥 封開平 容逸燊 張禹宣 劉寶傑《寶傑點兵》2026.07.21

*This program has no improper financial relationship with the stocks recommended by the analysts. The information is for reference only. Investors should make independent judgments, conduct prudent assessments, and bear their own investment risks. 00:00 Weighted Indexes Take Over, Passively Stabilizing! Taiwan Stocks Surge to 44,000 to Reclaim Quarterly Line. Google Fuels MediaTek's Rebound? 24:54 Battle Against the Big Boss! Five Key Factors for Individual Stock Risk Revealed. Hsieh Chen-yen: Memory and UMC are Less Risky with One Star! 37:24 Defense Stocks Surge, Nearly 10 Stocks Hit Daily Limit! US-Taiwan Drone Supply Chain: Anduril's "Thunder" Powered by Apache Helicopters! 45:26 ABF Carrier Boards Fully Revived? Delivery Cycle and Prices Both Increase. Nan Ya Electric Falls, Investment Trusts Add Funds to Pull Back Monthly Line and Stabilize! Weighted Indexes Take Over, Passively Stabilizing! Taiwan Stocks Surge to 44,000 to Reclaim Quarterly Line. Google Fuels MediaTek's Rebound? ! Bulls launch a major counterattack, rewriting the record for the largest single-day gain in history. Huang: There is support at the lows, making a sharp drop unlikely in the short term... but a rebound is still far off! Taiwan stocks surged 1783 points but with "low volume"... Is the shakeout over? Huang: After a significant drop, "correcting the deviation" and rebounding after oscillating around the quarterly line?! Taiwan stocks closed with a record-breaking 1783-point surge! Foreign investors surprisingly sold only over NT$4.3 billion... Huang: Breaking through the July 17 high is key! Taiwan stocks return to the quarterly line... Is confidence increasing? Huang: "Passive, mature process, and CPO" stocks have room for further rebound once they stabilize! The stock market king is back in the bulls!? XinHua, Creative, and MediaTek "light up" and head towards the daily limit... Huang: "Big investors" are back as a support indicator! When will the Taiwan stock market sound the "counterattack" horn again after stabilizing? Huang: Google's earnings report may "guide" MediaTek's stock price! MediaTek Becomes a Confidence Indicator for Taiwan Stocks to Break Through 50,000 Points? Huang: No Increase in Financing + Institutional Investors "Selling to Buying" Makes it Easy to Attack! Taiwan Stocks' Brave Breakthrough of 50,000 Points Hides "Two Shadows"? Xie: "Middle East War + Fed Rate Hike Pressure" Determines Foreign Investor Movements! Fed's Decision Makes Foreign Investors Unpredictable... Frenzied Withdrawals to Asian Stocks in Preparation! Xie: "Investment Trusts" Become a Key Force in Stabilizing TSMC! How to Choose Stocks After the "Systemic Risk" in Taiwan Stocks? Xie: "Heat Dissipation" Chips are Clean + Following TSMC... Leading the Rally Today! Kimi K3's Popularity So Excessive Computing Power Forces Suspension of New Subscriptions Xie: Computing Power Demand Remains Strong, "Heat Dissipation" Orders Full! Taiwan Stocks "Shrink Volume" Yet Soar to the Largest Ever Gain, Still Not Enough? Feng: Gains of 4.2% Only Recover Half of Lost Land, Less Satisfactory! The Market Recovers "44,000" in 3 Days, Showing Strong Demeanor... Should You Weed Out Weak Stocks and Keep Strong ones? Top Picks: 4 Myths Must Be Broken for Great Success! Yageo's June Gains Erased in Two Weeks...Is There a Pattern? Top Picks: "Investment Trust Inertia Changing"...Maintain Discipline, Remain Emotional! Breaking Investment Myths... "Stock Switching" for Profit Preservation?! Top Picks: If You Switch to "Hwasung, Xunjie"...You'll Profit from the Swing Trade! Four Principles to Understand Individual Stock "Rebound" Speed!? Top Picks: Taishin Technology vs. MediaTek... "Ranking" Matters! Don't Be Obsessed with Foreign Investment Reports...Pay Attention to Institutional Investors' "Inertial" Changes! Top Picks: Hwasung's "National Policy" Benefits Are More Accurate Than Reports! National Securities Investment Trust Enters the Market for Three Consecutive Days Amid Crisis! Top Picks: Capitalizing on the Three Major AI Opportunities in "Passive Systems, Packaging, and Silicon Wafers"! TSMC CFO Says "No Plans to Leave Opportunities for Others!" Huang: Increased Investment in the US by Hundreds of Billions to Counter Intel's Dominance! TSMC's CFO Says "No Plans to Leave Opportunities for Others!" TSMC's "Advanced Processes" Lead the Way, But It Dares Not Follow DRAM's Explosive Price Increase? Huang: Slow and Steady Price Adjustments are Like Boiling a Frog in Warm Water! Fighting the Big Boss! Five Conditions for Individual Stock Risk Revealed. Xie: Memory and UMC are Less Risky with One Star! Morgan Stanley "Speaks Out for Memory," Market Overreaction is Negative! Xie: Unresolved Shortages Make Now a "Golden Opportunity" to Enter! Death Sentences Indiscriminate!? Margin Maintenance Ratio of 135% is Key to Stopping the Decline and Rebounding. Xie: Good Stocks Are Wrongly Sold, High Probability of Rebound! Taiwan Stoc...