台股直奔 5 萬點！聯發科何時攻高？台積還能再賺1倍！股魚曝「本益比10倍」壓箱寶：抱到明年賺翻倍！《股民想知道》ft.股魚.俞璘
投資優我罩—優分析
88,413 views
The central bank recently froze interest rates for 10 consecutive days and raised the loan-to-value ratio for second homes from 60% to 70%, showing signs of a recovery in the housing market. However, why haven't construction stocks followed suit?
In contrast, the Taiwan stock market index has climbed above 48,000 points, with technology stocks remaining the market focus and funds rotating among different sectors. As the quarter draws to a close, investors are most concerned about: Will construction stocks take over? Is it still worth holding onto technology stocks? Will the fourth quarter rally continue its upward trend?
Furthermore, many people believe that buying ETFs can diversify risk, but if holdings become increasingly concentrated in a few popular stocks, is it truly diversified?
#HousingMarket #ETF #TSMC #MediaTek #ABF #Vision #PCB #ConstructionStocks #AI #EruHonda #GiantSun #WangChun #Giant
🎥This episode was recorded on: September 29, 2026
【Key Points】
02:12 Is there a chance to reach 50,000 points before the end of the year? 03:34 Will policy easing stimulate a rebound in the housing and construction stocks?
13:27 TSMC and MediaTek: Which to buy if you can only buy one?
16:19 ABF (Alibaba, Tencent, and TF) trio: Is now a good time to invest?
22:07 Is the outlook for ABF substrates still positive?
25:23 How to diversify the effects of ETFs?
29:36 Is there a list of stocks I can hold until next year?
35:36 How long should I hold them before I have a chance to ride the AI train?
【Yu Lin __IG】 / Instagram: kattyyulin
【Stock market investors want to know about the Dragon Report and other important events! Click to subscribe!】 】
💡 Uanalyze LINE Official Account: https://lin.ee/FKhgcV6
💡 LINE Community: https://reurl.cc/NYkVgm
💡 Uanalyze Industry Database (Paid Version): https://pro.uanalyze.com.tw/
⚠️The stock information mentioned in the video is for reference only and does not constitute investment advice. Investors should carefully assess the risks and bear their own profits and losses.
12 Comments
台股直奔 5 萬點！聯發科何時攻高？台積還能再賺1倍！股魚曝「本益比10倍」壓箱寶：抱到明年賺翻倍！《股民想知道》ft.股魚.俞璘
投資優我罩—優分析
88,413 views
The central bank recently froze interest rates for 10 consecutive days and raised the loan-to-value ratio for second homes from 60% to 70%, showing signs of a recovery in the housing market. However, why haven't construction stocks followed suit?
In contrast, the Taiwan stock market index has climbed above 48,000 points, with technology stocks remaining the market focus and funds rotating among different sectors. As the quarter draws to a close, investors are most concerned about: Will construction stocks take over? Is it still worth holding onto technology stocks? Will the fourth quarter rally continue its upward trend?
Furthermore, many people believe that buying ETFs can diversify risk, but if holdings become increasingly concentrated in a few popular stocks, is it truly diversified?
#HousingMarket #ETF #TSMC #MediaTek #ABF #Vision #PCB #ConstructionStocks #AI #EruHonda #GiantSun #WangChun #Giant
🎥This episode was recorded on: September 29, 2026
【Key Points】
02:12 Is there a chance to reach 50,000 points before the end of the year? 03:34 Will policy easing stimulate a rebound in the housing and construction stocks?
13:27 TSMC and MediaTek: Which to buy if you can only buy one?
16:19 ABF (Alibaba, Tencent, and TF) trio: Is now a good time to invest?
22:07 Is the outlook for ABF substrates still positive?
25:23 How to diversify the effects of ETFs?
29:36 Is there a list of stocks I can hold until next year?
35:36 How long should I hold them before I have a chance to ride the AI train?
【Yu Lin __IG】 / Instagram: kattyyulin
【Stock market investors want to know about the Dragon Report and other important events! Click to subscribe!】 】
💡 Uanalyze LINE Official Account: https://lin.ee/FKhgcV6
💡 LINE Community: https://reurl.cc/NYkVgm
💡 Uanalyze Industry Database (Paid Version): https://pro.uanalyze.com.tw/
⚠️The stock information mentioned in the video is for reference only and does not constitute investment advice. Investors should carefully assess the risks and bear their own profits and losses.