SpaceX上市帶來的新衝擊全球資本市場大洗牌的年代【謝金河話投資 EP57】

from 謝金河話投資 · host 先探投資週刊

博通漂亮財報引發市場蝴蝶效應，美股與亞洲半導體、記憶體族群面臨多空交戰劇烈震盪。然而AI軍備競賽方興未艾，被動元件與老牌AI廠逆勢翻身。最受矚目的SpaceX正式掛牌上市，雖財報虧損但市值驚人，更排除中港投資、點名台灣「非紅供應鏈」，為資本市場與台鏈台廠掀起跨時代的洗牌大浪！【單集重點】 1. 博通財報蝴蝶效應 2. 台股多空交戰震盪 3. 記憶體修正王者回歸 4. SpaceX上市台鏈迎商機 -- Hosting provided by SoundOn

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SpaceX上市帶來的新衝擊全球資本市場大洗牌的年代【謝金河話投資 EP57】

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