#大師解碼 台積電估直過熱了嗎??AI長線不變 關鍵在"資金控管"本益比 泡沫風險與進場節奏|20260606|關我什麼事

00:00 Review of the 2000 High-Tech Bubble: TSMC's 100x P/E Ratio and "No Clouds in the Sky" 03:14 The Key Logic to Avoid the Crash: The Fatal Impact of Stagnant Consumer Demand on Contractors 04:17 The Hidden Worries of Overvaluation: Beware of Market Overheating and Lurking "Vultures" 05:16 The Modern AI Wave Compared to 2000: The Profitability and Future Development of the Seven Giants 06:11 Practical Principles of Capital Management: Don't Make the Last Bit of Profit, Implement "Sell Stocks at High Prices, Buy Stocks at Low Prices" 07:02 Reflections on Taiwan Stock Market's Gains This Year: Facing the Correction of a Staggering 60% Gain and the Risk of a Short Seller's Counterattack 09:05 TSMC Operation Summary: Understanding that "100% Earnings Growth is Unsustainable," the Investment Discipline of Patiently Holding for the Long Term 【What's It to Me?】Monday to Friday 21:00-23:00 Chen Feijuan What's It to Me? Understand all aspects of investing! #NoneOfMyBusiness #ChenFeiJuan 🔮 Chen FeiJuan|None of My Business 📈Bringing you all the latest investment news    / @noneofmybusiness   🔮None of My Business Fan Page 👉  / agunashow   📱 Download the SETN News App (Never miss news, watch programs anytime) 👉 https://acts.setn.com/event/2024newsapp/ 🌐 SETN News Website 👉https://www.setn.com/ 💼 Want to join us and tell great stories? 👉【Job Opening】https://www.104.com.tw/job/8rrov?jobs...

AI讓台灣變有錢?GDP暴衝背後竟藏三大警訊!南韓砸28兆追殺台積電?中國末日天災連環爆!|三立財經iNEWS
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AI讓台灣變有錢?GDP暴衝背後竟藏三大警訊!南韓砸28兆追殺台積電?中國末日天災連環爆!|三立財經iNEWS

AI computing power usage is cooling down. Is there a computing power surplus? Are tech stock valu...
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AI computing power usage is cooling down. Is there a computing power surplus? Are tech stock valu...

【佳頴T政步】股市漲你賺錢了嗎? 元大證金董事長吳杰解構股市漲跌與國際大事關係 世界規則變了錢也換地方走了 吳杰:問股價前先看懂世界怎麼變|TVBS新聞 @TVBSNEWS01
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【佳頴T政步】股市漲你賺錢了嗎? 元大證金董事長吳杰解構股市漲跌與國際大事關係 世界規則變了錢也換地方走了 吳杰:問股價前先看懂世界怎麼變|TVBS新聞 @TVBSNEWS01

台股假摔?上看5萬3關鍵?0050破百別急追?ETF定期定額勝ALL IN?記憶體飆翻天能追?選南亞科或華邦電?【解鎖財經大小事】feat. 股博士 袁中麟 vs 股市老先覺 杜金龍 EP78
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台股假摔?上看5萬3關鍵?0050破百別急追?ETF定期定額勝ALL IN?記憶體飆翻天能追?選南亞科或華邦電?【解鎖財經大小事】feat. 股博士 袁中麟 vs 股市老先覺 杜金龍 EP78

"Is the current crash due to the AI bubble?" There’s a different real reason | Lee Seon-yeop, CEO...
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"Is the current crash due to the AI bubble?" There’s a different real reason | Lee Seon-yeop, CEO...

【精選】錯過台積電380元別哭「專家曝光心法」!台積電5000元不是夢...靠這招化整為零買進?!《寶傑怎麼說》 劉寶傑
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【精選】錯過台積電380元別哭「專家曝光心法」!台積電5000元不是夢...靠這招化整為零買進?!《寶傑怎麼說》 劉寶傑

【#財經皓角】第293集 七巨頭全輸大盤 閉眼買股票時代結束?|#游庭皓【#GMoney X #金臨天下】202600711
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【#財經皓角】第293集 七巨頭全輸大盤 閉眼買股票時代結束?|#游庭皓【#GMoney X #金臨天下】202600711

#TheGlobalLine Taiwan Stock Breaks 50,000 — All Eyes on Powell's Replacement "Waller"!?
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#TheGlobalLine Taiwan Stock Breaks 50,000 — All Eyes on Powell's Replacement "Waller"!?

AI行情高檔震盪.資金開始輪動 下半年主流誰接棒? 記憶體漲勢見頂 股價面臨回檔壓力?台積電法說要來了 AI熱潮期中考能過關?|張振驊ft.統一投顧總經理 廖婉婷|台灣大時代|2026.07.11|
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AI行情高檔震盪.資金開始輪動 下半年主流誰接棒? 記憶體漲勢見頂 股價面臨回檔壓力?台積電法說要來了 AI熱潮期中考能過關?|張振驊ft.統一投顧總經理 廖婉婷|台灣大時代|2026.07.11|

Does TSMC Hold a "Trump Card" for Price Hikes? Is the Taiwan Stock Market Poised for a Breakout? ...
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Does TSMC Hold a "Trump Card" for Price Hikes? Is the Taiwan Stock Market Poised for a Breakout? ...

#MasterDecoder Should You Buy the Dip After a 10% Drop? Practical Analysis of Buffett, Peter Lync...
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#MasterDecoder Should You Buy the Dip After a 10% Drop? Practical Analysis of Buffett, Peter Lync...

【精彩鈔能力】記憶體反彈先賣一波?台積電法說前卡位「4大AI黑馬」!ft.吳嘉隆|趙慶翔 #財經鈔能力 20260701
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【精彩鈔能力】記憶體反彈先賣一波?台積電法說前卡位「4大AI黑馬」!ft.吳嘉隆|趙慶翔 #財經鈔能力 20260701

[Full Subtitles] Is the AI Valuation Bubble About to Burst? Economist Ma Kai’s Asset Defense Guid...
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[Full Subtitles] Is the AI Valuation Bubble About to Burst? Economist Ma Kai’s Asset Defense Guid...

Lump-sum retirement payout; 1+1+1 portfolio; outperforming retirement funds over 20 years | Chu K...
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Lump-sum retirement payout; 1+1+1 portfolio; outperforming retirement funds over 20 years | Chu K...

記憶體.AI相關.軍工股誰有營收護體?!神基績優?台積電先進製程供應鏈"提前漲" 拚擴產法說行情?【關我什麼事PART1】陳斐娟 主持│20260709|三立財經iNEWS
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記憶體.AI相關.軍工股誰有營收護體?!神基績優?台積電先進製程供應鏈"提前漲" 拚擴產法說行情?【關我什麼事PART1】陳斐娟 主持│20260709|三立財經iNEWS

#MasterDecoding Are AI Stocks Overheating?? Switching Strategies from PCB and Win Semiconductors ...
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#MasterDecoding Are AI Stocks Overheating?? Switching Strategies from PCB and Win Semiconductors ...

Can TSMC reach NT$5,000? Ruan Muhua boldly predicts the market will soar to 50,000 points!
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Can TSMC reach NT$5,000? Ruan Muhua boldly predicts the market will soar to 50,000 points!

AI Bubble Fears Hammer Asian Markets! When Will the AI Hardware Supply Chain Boom End? Chen Feng-...
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AI Bubble Fears Hammer Asian Markets! When Will the AI Hardware Supply Chain Boom End? Chen Feng-...

TSMC Breaks Computing Limits, CoWoS Enters Mass Production Early! US Chip Ecosystem Takes Shape, ...
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TSMC Breaks Computing Limits, CoWoS Enters Mass Production Early! US Chip Ecosystem Takes Shape, ...

台股箱型整理?杜金龍駕到!台積電太貴?聯電、便當股接棒飆?00991A稱王!00981A還能噴?主動式ETF放大絕?【理財我指路】feat.股市老先覺 杜金龍 EP122
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台股箱型整理?杜金龍駕到!台積電太貴?聯電、便當股接棒飆?00991A稱王!00981A還能噴?主動式ETF放大絕?【理財我指路】feat.股市老先覺 杜金龍 EP122