# EP1155｜看似不漲，其實輪到補漲？散熱、BBU、記憶體模組、鋼鐵、汽零件，誰能迎來認真的波段？先選龍頭+型態好的意義？ft.選股教練 陳唯泰

An episode of [兆華與股惑仔](https://invisiblenetwork.ai/podcast/1590806478), 6 Aug 2026, 46 min.

Audio: https://rss.soundon.fm/rssf/91be014b-9f55-4bf3-a910-b232eda82d11/feedurl/ee8f3c47-dac1-49e2-a678-c4be380bf69f/rssFileVip.mp3?timestamp=1786042462184

看似不漲，其實輪到補漲？散熱、BBU、記憶體模組、鋼鐵、汽零件，誰能迎來認真的波段？先選龍頭+型態好的意義？ 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險 -- Hosting provided by SoundOn

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