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statement看到新聞亂追高、亂買、買錯的套牢持股，不一定能跟上V轉。陳昆仁statement國安基金護盤只能救市場信心，不能救買錯套牢股。陳昆仁statement真正會V轉的股票有3個條件：籌碼洗乾淨、法人開始回補、產業基本面還在成長。陳昆仁prediction錯殺超跌的AI鑽石股很有機會再次複製7月那次斷完融資後的報復性V轉翻倍行情，例如當時的創意、南亞。陳昆仁prediction指數想要V轉很難。陳昆仁prediction即使國安基金進場，外資一樣繼續賣，結果外資又大賣900億。陳昆仁statement聯發科、台達電、奇鋐、穩懋、國巨都漲停。陳昆仁statement國安基金宣布進場，台股大漲1960點。陳昆仁statement台光電前一波跟著台股跌，跌破季線之下超跌，回到基本面就漲停陳昆仁statement投信也要自救，因為萬一跌破30%就會被風控停損陳昆仁statement國安基金只要亂買就是被外資倒貨，所以一定採取低接不追高的方式陳昆仁prediction國安基金只是穩信心，台股要V轉有難度，除非台積電去攻高陳昆仁statementASIC自研晶片正在積極挑戰輝達GPU霸主陳昆仁statementAI監管才能走得更長遠陳昆仁statementAI基建仍然持續陳昆仁prediction黃仁勳出事，不代表AI出事陳昆仁statementThe National Stabilization Fund's entry stabilized confidence.陳昆仁statementWhen foreign investors or investment trusts are still selling but the stock price has stopped making new lows, that is a swing-trade bottom where one can prepare to buy on dips.陳昆仁statementNan Ya, MediaTek and Delta Electronics were the first to strengthen because they meet three conditions: clean chips, institutional buying returning, and continued fundamental growth.陳昆仁statementNational Stabilization Fund support can only restore market confidence, not rescue wrongly bought, trapped stocks.陳昆仁
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