鴻勁一炮而紅的新啟發盯住AI賽道上的新贏家

from 謝金河話投資 · host 先探投資週刊

十一月台股震盪中，工具機黑馬「鴻勁」上市成焦點，AI 供應鏈結構也悄悄洗牌。輝達遭 Google、Gemini 3 挑戰，TPU、生醫與光纖概念股紛紛竄升。從全球科技巨頭到台股新贏家，本集帶你掌握 AI 賽道與市場最新趨勢。【單集重點】 1. 輝達受到谷歌挑戰 2. 市場變化出現新贏家 3. ＣＰＯ概念股的此消彼長 4. 軍工股題材慢慢發酵 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Dec 6, 2025

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鴻勁一炮而紅的新啟發盯住AI賽道上的新贏家

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