EPISODE · Feb 4, 2025 · 34 MIN
EP66 I 開工大吉！2025年台積電將續挑大樑？feat.凱基投顧 潘俊宏 Felix
from 凱基證券樂活投資人 · host 凱基證券
🧧金蛇吐寶！2025年將迎半導體循環高點？1Q25台積電股價有望再度創高的理由？ 💻企業端資本支出和AI趨勢穩穩der！NVIDIA出貨進度受挑戰，加快AI ASIC晶片需求！ 🤹🏼♂️在川普新政與產業高基期的股海中，不怕買貴，只怕買錯！2025年半導體產業要緊盯哪些族群？ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 - 節目主持：許娸雯 - 成音剪輯：林佳欣 - 製作團隊：凱基證券Ｘ聲動創意 - 音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn
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EP66 I 開工大吉！2025年台積電將續挑大樑？feat.凱基投顧 潘俊宏 Felix
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