DeepSeek真能撼動輝達、台積電？專家建議：2025短空長多　保留現金降低槓桿 Feat.張弘昌｜毛利小姐變有錢 EP176

from 今周大耳朵 · host 今周刊Business Today

DeepSeek橫空出世、川普上任祭出新一波關稅戰，台股上周新春開盤罕見未開紅盤。今周刊顧問、專欄作者張弘昌表示，2025年AI市場將從科技巨頭軍備競賽轉化為百花齊放格局，川普上任產生的不確定性增加，建議投資人以短空長多視野進行佈局，手上要保留現金，適度降低槓桿應付震盪格局。 - 主持人｜靖璞、孝瑜與談人｜今周刊顧問張弘昌 -- Hosting provided by SoundOn

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DeepSeek真能撼動輝達、台積電？專家建議：2025短空長多　保留現金降低槓桿 Feat.張弘昌｜毛利小姐變有錢 EP176

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