市場觀測站EP172│台股兆元俱樂部再擴編 AI純度決定誰能留下? feat.摩爾證券投顧分析師陳昆仁

台股總市值衝破148兆、兆元企業一年內從10家膨脹到17家——但指數創高，手中持股未必跟漲。這不是矛盾，而是「大者恆大」格局正在重新定義台灣資本市場的遊戲規則。摩爾投顧分析師陳昆仁在節目中直指：ABF載板本益比從個位數飆上40至50倍，台達電從「風扇馬達公司」蛻變為AI基建核心權值股，背後關鍵只有一個——AI供應鏈的不可替代性。他也提醒，主動式ETF近期績效亮眼，但尚未歷經完整空頭考驗；市值型ETF含積量攀升，同樣暗藏集中風險。買兆元股，買的不是數字門檻，而是技術與訂單同步升級的競爭護城河。下一輪兆元新貴，藏在PCB、光通訊、電力基建、液冷散熱之中，但如何分辨「被行情推上去」與「真正升段」，正是這集要給你的判斷框架。 🎙️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：摩爾證券投顧分析師 #陳昆仁 🖊本集重點：台股市值長胖，養出「兆元股」新成員 AI純度決定市值排名 AI二軍晉升一軍，ABF、CCL 評價重新定錨台積電領航護國群山，演繹大象起舞行情 ETF推升含「積」量風險兆元股淘汰賽，考驗不可替代性 ☆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EP172│台股兆元俱樂部再擴編 AI純度決定誰能留下? feat.摩爾證券投顧分析師陳昆仁

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