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"description": "上周五 8/7 晚上美国公布七月非农就业数据,意外的减少 2.3 人远远低于市场预期五月和六月也大幅下修 10.3 万人,劳动市场走弱降低 Fed 九月升息预期,非农公布前从芝商所 FedWatch 来看升息机率约 55% 现在降到约 45%,能不能把升息预期降到 0 关键会在本周 8/12 要公布的 CPI 以及 8/13 要公布的 PPI 通膨!! 通膨!! 通膨!! 才是 Fed 现在最在意的关键数据,也就是还有升息的预期我上周五 8/7 节目也说得很清楚本周的台股还是属于区间格局,不会破",
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"content": "<p>上周五 8/7 晚上美国公布七月非农就业数据,意外的减少 2.3 人远远低于市场预期五月和六月也大幅下修 10.3 万人,劳动市场走弱降低 Fed 九月升息预期,非农公布前从芝商所 FedWatch 来看升息机率约 55% 现在降到约 45%,能不能把升息预期降到 0 关键会在本周 8/12 要公布的 CPI 以及 8/13 要公布的 PPI</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6567138/l/e240b7bca0eb3dbf849d4a2a0968e846.jpg\" alt=\"台股今天大涨绝对不能买 为什么???\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>通膨!! 通膨!! 通膨!! 才是 Fed 现在最在意的关键数据,也就是还有升息的预期我上周五 8/7 节目也说得很清楚本周的台股还是属于区间格局,不会破四万但也不会过前高操作策略上要来回做价差,手中的持股要利用上涨时做好一个动作【汰弱留强且集中】,避开 0050 等 ETF、台积电等权值 AI,转去会涨的记忆体、被动元件、PCB 等中小型 AI 才能快速反败为胜</p>\n\n<p>但中小型 AI 也不能闭着眼睛乱买买错也不会涨太多,我节目有用 2025 年四月股灾后所发生的现象和你完整的说明,也刚好上周五台指期夜盘大涨 736 点,今天台股开高筹码乱、本益比高的很适合先出一趟,以上不清楚的朋友建议再看一次 8/7 上周五 YouTube 节目有完整的教学</p>\n\n<p>最后,台积电、联发科、台达电、鸿海、广达、纬创、纬颖本周 8/10~8/14 本益比拉回安全买点,索取关键字【888】如何使用这份资料下去抓买、卖点,8/7 上周五 YouTube 节目有完整说明,不清楚的朋友再看一次对你会有帮助!!</p>\n\n<p>接下来每日最新飙股资讯请参考每天免费 Line 解盘文章!!</p>\n\n<p>【杨育华分析师 LINE@粉丝团,享有即时精选个股分享】</p>\n\n<p>点选以下连结即可加入:</p>\n\n<p><a href=\"https://lin.ee/fmIIRhL\">https://lin.ee/fmIIRhL</a></p>\n\n<p>【订阅杨育华分析师 YouTube 频道,有每天详细的解盘影片】</p>\n\n<p>点选以下连结即可加入:</p>\n\n<p><a href=\"https://www.youtube.com/channel/UCK1TfbeSlR0jc733Ep83Xfg\">https://www.youtube.com/channel/UCK1TfbeSlR0jc733Ep83Xfg</a></p>\n\n<p>文章来源: 摩尔证券投顾 --- 杨育华分析师</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-8510.html\" title=\"热门题材面临估值修正压力 法人直指AI过热与拥挤交易成市场罩门\">热门题材面临估值修正压力 法人直指AI过热与拥挤交易成市场罩门</a></li>\n <li><a href=\"/new/tw/article-9705.html\" title=\"日系外资看好富世达AI伺服器商机 上调目标价至2,615元\">日系外资看好富世达AI伺服器商机 上调目标价至2,615元</a></li>\n <li><a href=\"/new/tw/article-7942.html\" title=\"抢钱大战!将来银喊出台币定存2.33%优利 额度最高3000万元\">抢钱大战!将来银喊出台币定存2.33%优利 额度最高3000万元</a></li>\n <li><a href=\"/new/tw/article-8674.html\" title=\"盘中速报 - 集中市场加权指数下跌-2049.5点至39553.86点,跌幅4.93%\">盘中速报 - 集中市场加权指数下跌-2049.5点至39553.86点,跌幅4.93%</a></li>\n <li><a href=\"/new/tw/article-8495.html\" title=\"半导体资金大搬家!台股重挫惊现「筹码洗牌」讯号,技术面正式落底看两大指标\">半导体资金大搬家!台股重挫惊现「筹码洗牌」讯号,技术面正式落底看两大指标</a></li>\n <li><a href=\"/new/tw/article-10171.html\" title=\"〈富采法说〉通膨及原物料上涨Q3营运恐下滑 Micro LED今年营收看增倍数\">〈富采法说〉通膨及原物料上涨Q3营运恐下滑 Micro LED今年营收看增倍数</a></li>\n </ul>\n</div>",
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