輝達市值衝破五兆美元！比肩德國GDP，AI行情會不會過頭？｜2025.11.10

from 投資不踩雷 · host 夏韻芬

黃仁勳再度訪台，卻不見台股「仁來瘋」，美股震盪也愈來愈大，加上輝達AI晶片進中國卡關，雙5兆男的光速旅程恐被打亂？輝達市值衝破5兆美元，成為全球史上第一家達成這項里程碑的企業，如果把輝達視為一個國家，它的市值與德國GDP相當，是僅次於美中的第3大經濟體。輝達執行長黃仁勳的身家換算起來也突破5兆台幣，成為名符其實的「雙五兆男」。而在輝達衝破5兆美元的同時，微軟與蘋果的市值也跟著站上4兆美元，這是AI泡沫的巔峰，還是科技業另一個次元的起點，上個星期從美股到亞股再到黃金、比特幣行情全面劇烈震盪，賣壓造成南韓股市一度熔斷這是多頭短線休息的上車機會？還是長線趨勢反轉的下車訊號呢？   主持：夏韻芬來賓：財經專家黃世聰、資深媒體人周岐原   （本集 11/9 於鏡新聞首播，11/10 鏡好聽播出）   Podcast聲音後製：劉寶苓

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輝達市值衝破五兆美元！比肩德國GDP，AI行情會不會過頭？｜2025.11.10

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