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第295集 | 從MAG7邁向MAG10,由護城河變成極端差異化,最新出爐的科技巨頭存在什麼隱患? episode artwork

EPISODE · Jun 22, 2026 · 14 MIN

第295集 | 從MAG7邁向MAG10,由護城河變成極端差異化,最新出爐的科技巨頭存在什麼隱患?

from 投資唔講廢話 · host 阿樂

SpaceX、OpenAI、Anthropic 成新晉萬億巨頭 歷史上的股市巨頭下場都不是太好? MAG7今年表現糟糕,還能「追落後」嗎? 投資者過份樂觀,沒有看到價值鏈重疊的灰犀牛? 🎧Podcast&美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn

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第295集 | 從MAG7邁向MAG10,由護城河變成極端差異化,最新出爐的科技巨頭存在什麼隱患?

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