台股熱度榜EP99| DeepSeek橫空出世對台股的影響有哪些？| DeepSeek與OpenAI的差異在哪？| 川普關稅大刀下一個要揮向誰？ #高閔漳

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儘管DeepSeek的橫空出世，讓晶片龍頭大廠輝達的股價，在短短1週內暴跌15%，可是，法人卻預期， DeepSeek的問世，代表了AI訓練的成本與時間都將大幅下降，此舉將進一步加速AI手機與AI PC的普及，相關供應鏈將迎來新一波的換機需求。美國新任總統川普決定，對墨西哥、加拿大與中國開徵關稅，主要原因是不滿非法移民的進入，以及人造毒品芬太尼的流入。而川普的關稅政策，也讓聯準會的降息循環按下暫停鍵，美國的通膨會再燃起嗎？觀眾朋友們是否贊同節目內容的觀點？還有哪些股票是大家看好的？歡迎一起參與節目的製作，並且在底下留言，分析師就有機會在節目中討論！ 00:00 精彩預告 00:20 開場 02:02 DeepSeek衝擊 AI飆股換誰當？ 11:50 關稅髮夾彎逼墨加中上談判桌 17:53 本週台股漲幅排行榜 19:25 投信&外資同步買超排行榜 21:14 下週潛力股 #DeepSeek #川普關稅#OpenAI#幻方量化#梁文鋒#開源模式#知識蒸餾#輝達#資安股#ASIC#AIPC#聯準會降息#通膨重燃#世芯#欣銓 🎤主持：#品樺 🎤來賓：分析師 #高閔漳 📢每週五晚上七點首播 📢節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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台股熱度榜EP99| DeepSeek橫空出世對台股的影響有哪些？| DeepSeek與OpenAI的差異在哪？| 川普關稅大刀下一個要揮向誰？ #高閔漳

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