市場觀測站EP147│AI泡泡「有機成長」！看懂戳不破的產業生態系 feat.渣打銀行財富管理投資策略部主管劉家豪

黃仁勳炫風來台、行程一個接一個，速度快到讓人抓不住。像極了AI類股，說風就是雨，衝漲領跌讓人摸不著頭緒，更衍生出「非理性繁榮」的疑慮。財富管理專家看的比較樂觀，經濟基本面還在支撐金融市場，企業獲利高能見度推升AI題材，產業鏈「有機成長」將更久更長。 🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙來賓：渣打銀行財富管理投資策略部主管 #劉家豪 🖊本集重點： 1. AI股價爆發，是最好的時代、也是最壞的時代 2. 股市驚驚漲，有「基」之彈讓人心疑 3. AI是最新鮮雞蛋，要費心好好顧 4. 打好底子，AI基礎建設砸錢千億美元 5. NVIDIA＋OpenAI＋AMD為何三角綁定？ 6. AI生態系有機成長，打破非理性繁榮說法 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP147│AI泡泡「有機成長」！看懂戳不破的產業生態系 feat.渣打銀行財富管理投資策略部主管劉家豪

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