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    5. 理財周刊1193期:低基期網通、生技醫療強股 3Q換股

    理財周刊1193期:低基期網通、生技醫療強股 3Q換股

    4.3分,7 ratings
    Publisher 理財周刊
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    Released
    2023/07/06
    Language
    Traditional Chinese
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    Pages
    84
    ID
    369105
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    理財周刊1193期:低基期網通、生技醫療強股 3Q換股

    張忠謀揭櫫當今的「全球化新定義」,以不傷害國家安全與本國科技經濟領先為先決條件。在這種國際主流氛圍下,台灣的高科技產業鏈、軍工、資安、網通、AI,乃至於製藥代工(CDMO)等產業,有了新的著力點。正逢美國總統拜登大手筆力推全美高速上網,與七月底登場空前規模的2023亞洲生技大展,本期封面故事聚焦網通與生技族群,為下半年開季換股操作的投資策略暖身。...請看《理財周刊》1193期更多精采內容

    ◆美中角力升級 AI趨勢不退

    ◆兩論壇反映總經情勢 第三季股市審慎樂觀

    ◆拜登政策牛肉 仲琦磨刀霍霍

    ◆布局AI伺服器高端運用 日電貿營運動能強

    ◆中小型股當道 除權息行情開跑
    More
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    理周專欄

    編輯台 6 兩論壇反映總經情勢 第三季股市審慎樂觀

    發行人語 8 蘇姿丰將再掀AI熱

    房市觀察 10 平均地權條例修法對房市景氣之影響

    全球理財觀 14 美中角力升級 AI趨勢不退

    編輯室觀點 18 觀光已死?出國人數、營收會說話! 聚焦雄獅、易飛網、燦星旅遊

    博士爸爸選好股 20 布局AI伺服器高端運用 日電貿營運動能強



    一籃子黑馬股 24 指數上漲200餘點 多空操作賺38.15元

    戰情室 26 新增多單布局生技、網通、記憶體股



    封面故事

    28 低基期網通、生技醫療強股 3Q換股

    32 原料藥 下半年大復甦

    34 大學光 今年營收再成長兩成

    36 拜登政策牛肉 仲琦磨刀霍霍

    38 易飛網今年成長動能超旺

    40 機殼廠晟銘電麻雀變鳳凰
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    Released
    2023/07/06
    Language
    Traditional Chinese
    File format
    PDF: Fit in large screen
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    Yes
    ID
    369105

    財經

    台股

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    基金

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    理財

    理財周刊

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    理財周刊1291期:輝達驚奇2.0 引爆三大利多

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    理財周刊1290期:《美中貿易談判讓步》 台股大解套

    理財周刊1289期:520行情vs.匯率大戰

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