記憶體的擴散效應正展開聚焦馬年股市新焦點

from 謝金河話投資 · host 先探投資週刊

馬年台股開紅盤再創新高，但AI權值股拉回，資金轉向哪裡？本集解析南韓HBM狂熱帶動的記憶體擴散效應，點名MCU與電源管理IC補漲行情，並挖掘低軌衛星與軍工股的長線轉機！【單集重點】 1. AI權值股拉回 2. 記憶體漲價蔓延 3. 低軌衛星續旺 4. 軍工股轉機現 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Feb 28, 2026

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記憶體的擴散效應正展開聚焦馬年股市新焦點

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