EPISODE · Jul 10, 2025 · 9 MIN
AI概念股 誰領漲？ 站對Q3行情風口【談股論金 EP76】
from 談股論金 · host 先探投資週刊
美國財政部長貝森特六日表示，如果台灣、歐盟等美國貿易夥伴沒有與華府達成貿易協議，關稅稅率將回到川普四月初宣布的水準，並在八月一日開徵。 不過川普政府隨後又說延後關稅生效至八月一日，談判時限再增加三周；一般解釋白宮最新舉措為談判提供轉圜餘地，也強化川普在推進關稅政策上的主導力。 【本集重點】 1. AI伺服器及台積電供應鏈為主軸 2. 散熱、交換器及CCL熱度高 3. 智邦及緯穎Ｈ１營收約當去年全年 -- Hosting provided by SoundOn
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AI概念股 誰領漲？ 站對Q3行情風口【談股論金 EP76】
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