軍工股大爆發全球地緣政治升溫，各國國防預算增加，軍工股新機遇狂飆時代來了？隱藏黑馬就看在這裡！【談股論金 EP62】

from 談股論金 · host 先探投資週刊

台積電加碼美國設廠，川普大力讚賞並助攻投資規模至2000億美元，凸顯「美國製造2.0」核心在AI、半導體、生技與軍工等新興產業。美中對峙下供應鏈重組，相關資本支出帶動投資新趨勢，AI供應鏈還有大成長機會嗎?另外，各國國防預算擴張、地緣風險升溫，軍工股成為最具爆發力的焦點族群，那些個股受惠最大呢?先探總編輯黃輝明和總主筆黃啟乙有深入分析。主持人：《先探投資週刊》總主筆黃啟乙與談人：《先探投資週刊》總編輯黃輝明錄製日期：2025年03月20日 ◎最新出刊消息請至《先探投資週刊》官網 http://weekly.invest.com.tw/ ◎歡迎隨時關注《先探投資週刊》臉書 https://www.facebook.com/weeklyfans ◎免費下載財訊快報APP，隨時隨地掌握第一手財經新聞！ iOS下載 http://apple.co/1sNwIYk Android下載 http://bit.ly/1RlSKVW3 -- Hosting provided by SoundOn

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軍工股大爆發全球地緣政治升溫，各國國防預算增加，軍工股新機遇狂飆時代來了？隱藏黑馬就看在這裡！【談股論金 EP62】

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