EPISODE · Oct 3, 2025 · 7 MIN
軍工股長線利基 國防預算大成長【談股論金 EP88】
from 談股論金 · host 先探投資週刊
台灣二○二六年國防預算突破九四九五億元，創歷史新高，更規劃一兆元「不對稱作戰特別條例」，七年內強化無人機、戰機與海空戰力。全球軍工大廠積極與台灣合作，無人機與晶片技術成焦點，從偵察、攻擊到 AI 智慧應用，市場規模持續擴大。軍工股近期因標案與利多題材大漲，但真正的贏家仍待標案揭曉。本集帶你解析國防預算、無人機發展與台灣在全球軍工產業的新角色。 【單集重點】 1. 史上最高國防預算 2.美商積極與台灣合作 3.第一波大浪剛結束 -- Hosting provided by SoundOn
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軍工股長線利基 國防預算大成長【談股論金 EP88】
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