EPISODE · Oct 1, 2025 · 5 MIN
EP44 NVIDIA的AI革命：華爾街低估的兆元商機
from 楊博財金：揭密投信基金操盤絕技
首先，在EP42介紹的高勝率選股法則，開始得到印證。除了原本選出的兩家公司外，符合條件的新增了藥華藥這家公司，可以看到也是呈現帶量上漲。不是要大家去追，只是值得留意的是，是否形成族群性的巿場焦點？像這種法人及主力強勢介入的買盤，我們有一套應對的操盤技巧，留待後續集數或課堂上，再和大家分享及教學。今天，我們來探討一個經典的金融現象：資本市場的預期偏差。我們將以 NVIDIA 為案例，分析為何華爾街的傳統估值模型，有時會出現系統性失靈。 -- Hosting provided by SoundOn
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EP44 NVIDIA的AI革命：華爾街低估的兆元商機
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