EPISODE · Feb 13, 2026 · 7 MIN
多頭不回!萬馬奔騰5大好產業 【談股論金 EP107】
from 談股論金 · host 先探投資週刊
台股元月大漲逾三千點,AI與記憶體成領漲雙箭頭!儘管美股科技七雄因資本支出大增引發震盪,但黃仁勳喊話AI能賺錢、投資不停歇。本集解析台股開紅盤後五大看好產業,點名台積電先進製程與SpaceX低軌衛星商機。 【單集重點】 1. AI資本支出續航 2. 台股開紅盤勝率高 3. SpaceX掛牌掀熱潮 4. 台積電先進製程外溢 -- Hosting provided by SoundOn
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多頭不回!萬馬奔騰5大好產業 【談股論金 EP107】
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