林睿閎證券分析師-John

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• 2026-07-31

  https://money.udn.com/money/story/5612/9663476?from=ednappsharing

  3,144 views56 reactionsOpen in Telegram
• 2026-07-31

  Media post

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• 2026-07-31

  7/31 週五 投信買賣超排行🥇 今天終於出現第一根像樣的反彈，台指期大漲超過8%，台積電(2330)亮燈漲停，盤面超過200家個股攻上漲停，隔壁🇰🇷韓國指數絕地大反攻收漲18%，SK海力士暴漲30%、三星電子26%，連續多日被迫去槓桿後，市場終於出現強力回補🔥 今天大漲主要有幾個原因：1. 微軟與亞馬遜的亮眼財報證明AI資本支出已經開始帶來實質收益…

  4,424 views78 reactionsOpen in Telegram
• 2026-07-31

  巴菲特說，投資最重要的不是聰明，而是知道自己的能力圈在哪裡 很多人一進股市就以為什麼產業都能看懂，結果跑出優勢範圍把自己搞垮，真正成熟的投資人，不是什麼錢都想賺，而是知道哪些錢不該碰 https://www.youtube.com/shorts/dTgPwm_k1Zk

  4,641 views16 reactionsOpen in Telegram
• 2026-07-31

  之前說的短底初步跌幅差不多到了，反彈還需要一點時間處理賣壓，想要穩一點進場就搭配外資口數降下來

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