EPISODE · Nov 29, 2025 · 6 MIN
AI泡沫化的雜音 記憶體修正是合理調整
from 謝金河話投資 · host 先探投資週刊
全球股市在十月大漲後進入修正，記憶體族群暴跌、AI 是否泡沫化再掀疑慮，比特幣重挫更顯示投機資金退潮。然而，這波回檔背後真正關鍵是：哪些產業只是過熱修正、哪些企業基本面仍穩健成長？本集帶你看清市場調整的底層邏輯與下一步風向。 【單集重點】 1. 記憶體股的潰堤跌勢 2. 輝達出現新挑戰 3. 香港科技股回檔的啟示 4. 機櫃效應的贏家 -- Hosting provided by SoundOn
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AI泡沫化的雜音 記憶體修正是合理調整
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