EPISODE · Mar 21, 2026 · 7 MIN
市場焦點在AI科技硬體上游 波灣衝突的可控性
from 謝金河話投資 · host 先探投資週刊
本集深度解析二○二六年三月中東局勢對全球股市的衝擊。當「斬首行動」遇上荷姆茲海峽封鎖，油價如何成為多空風向球？在台股三萬點保衛戰中，我們將帶您鎖定 AI 軍備競賽下最強悍的科技上游產業，從 HBM、矽光子到 PCB 漲價潮，挖掘隱身在興櫃市場中的黑馬奇兵！ 【單集重點】 1. 地緣政治戰略變局 2. AI 上游硬體領漲 3. PCB 與銅箔基板趨勢 4. 興櫃市場黑馬搜查 -- Hosting provided by SoundOn
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市場焦點在AI科技硬體上游 波灣衝突的可控性
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