A股熱效應蔓延台股 T+A母以子貴【談股論金 EP85】

from 談股論金 · host 先探投資週刊

中國Ａ股今年強勢反彈，市值已達台股五倍，融資餘額更創十年新高，AI晶片與PCB成為資金追逐焦點。相較之下，台股市值僅2.56兆美元，但Ｔ＋Ａ概念股正崛起──從鼎炫KY、臻鼎KY到楠梓電，因子公司在Ａ股大放異彩而受惠。本集帶你解析兩岸資本市場差距擴大的背後意涵，以及台股投資人如何掌握這波結構性機會。【單集重點】 1. 快錢湧入陸股發揮槓桿作用 2. 上緯投控沾上機器人題材 3. 定穎投控持有超穎獲挹注 -- Hosting provided by SoundOn

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A股熱效應蔓延台股 T+A母以子貴【談股論金 EP85】

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