不怕google GPU才是王者! 2026 AI大行情設備族群先卡位｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20251203

from 就是愛玩股 · host 玩股網

今年的台股讓投資人心情如洗三溫暖，歷經兩次大震盪後，現在只剩最後一個月，會不會出現新的一波漲勢？明年AI大行情又該怎麼卡位？今天節目很榮幸邀請到資深分析師 蔡明翰，來跟大家分享年底衝刺的投資戰略，以及明年AI供應鏈中，哪一塊才是真正有爆發力的領先者！主持：玩股網執行長楚狂人來賓：資深分析師蔡明翰 01:37 台股年底迎作夢行情一路延續到隔年領紅包？！ 07:51 AI供應鏈大爆發誰會是明年領先贏家？ 18:42 台積電還能強勢領漲？！供應鏈誰能同步衝？ 27:49年底提前卡位鎖定這幾檔獲利增長好股 34:48 投資三分法有分散嗎？百萬資金如何配置？〖錄影時間為2025-11-28，非影片上架日盤勢〗留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting

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不怕google GPU才是王者! 2026 AI大行情設備族群先卡位｜楚狂人 ft. 資深分析師蔡明翰｜財富狂犇｜玩股網20251203

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