輝達財報亮眼但AI泡沫加速？從孫正義到提爾都在撤退，該跟著轉向嗎？ft.程正樺｜2025.11.24

from 投資不踩雷 · host 夏韻芬

全村的希望輝達公布財報，黃仁勳把全球AI投資人的信仰價值給好給滿，但慶祝行情曇花一現，AI泡沫警訊依舊不絕於耳，科技創投大咖從軟銀孫正義到矽谷教父提爾，全都出清輝達下車，將資金轉移到其他AI標的上，黃仁勳的AI晶片大運已經到頂了嗎？AI投資泡沫是不是要瀕臨破裂了呢？   主持：夏韻芬來賓：程正樺（騰旭公司投資長）   （本集 11/23 於鏡新聞首播，11/24 鏡好聽播出）   Podcast聲音後製：劉寶苓

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輝達財報亮眼但AI泡沫加速？從孫正義到提爾都在撤退，該跟著轉向嗎？ft.程正樺｜2025.11.24

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