EPISODE · Mar 6, 2026 · 5 MIN
記憶體多空財富密碼 迎接最強景氣循環 【談股論金 EP109】
from 談股論金 · host 先探投資週刊
AI 狂潮引爆記憶體產業 40 年一遇的最強景氣循環！本集深度解析海力士、三星與美光的 HBM 戰局，並探討長鑫存儲等中國廠商產能開出後，是否會成為下半年中低端市場的「景氣殺手」？帶您掌握多空交戰下的財富密碼！ 【單集重點】 1. HBM 戰局白熱化 2. 庫存見底現恐慌 3. 做空機構狙擊新帝 4. 中國產能成變數 -- Hosting provided by SoundOn
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記憶體多空財富密碼 迎接最強景氣循環 【談股論金 EP109】
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