AI到底打到第幾局? 掌握類股輪動的腳步【謝金河話投資 EP58】

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面對全球AI泡沫化的示警，科技巨頭蘇姿丰、黃仁勳等人淡定戳破謠言，直言AI大浪才剛開始。全球資本市場重心仍聚焦記憶體，並進一步擴散至成熟製程半導體、功率半導體、MOSFET及IC設計等供應鏈生態。台灣作為AI軍備競賽的核心國家，資金正一棒接一棒演繹大輪動，唯有掌握接棒者才是當前選股的核心！【單集重點】 1. AI像棒球賽剛開局 2. 全球重心仍在記憶體 3. 成熟製程靠AI大翻身 4. 功率元件接棒AI賽道 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jun 27, 2026

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AI到底打到第幾局? 掌握類股輪動的腳步【謝金河話投資 EP58】

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This episode is 7 minutes long.

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This episode was published on June 27, 2026.

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