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EP115｜機器人展後最看好它們？美債危機結束了嗎？這些族群卡住AI需求？ episode artwork

EPISODE · Aug 20, 2026 · 36 MIN

EP115｜機器人展後最看好它們？美債危機結束了嗎？這些族群卡住AI需求？

from 雷老闆－董事長聊投資 · host 雷老闆｜金玉峰證劵投資顧問股份有限公司

機器人展熱騰騰心得！ 所羅門、新代、台達電、和椿、高明鐵，機器人展後最看好誰？ 上銀、大銀微有點小失望？ 散場司機讓雷老闆體悟人生？ 美債殖利率逼近歷史新高，要擔心嗎？ 加權櫃買破線，水位怎操作？ 第四季開始有人擔心AI供應鏈韌性？ 哪些族群供不應求最嚴重？ 👇想瞭解艙等會員，加入雷老闆官方帳號詢問（Line ID：@rboss）或點擊以下連結詢問： https://lin.ee/ZHrwtCN *本節目敘述爲帶會員進行操作或過去經驗講述 【金玉峰證券投顧(115)金管投顧新字第零零伍號】 本資料僅供參考，投資時應審慎評估；興櫃股票登錄條件較上市（櫃）股票寬鬆，且無每日漲跌幅限制，投資人應審慎評估是否適合投資 -- Hosting provided by SoundOn

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EP115｜機器人展後最看好它們？美債危機結束了嗎？這些族群卡住AI需求？

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