抓住世界變化的核心焦點極端的世界，競爭愈集中

from 謝金河話投資 · host 先探投資週刊

在川普年，關稅驚嚇讓全球股市一度重挫，但如今各大市場卻紛紛創新高！本集Podcast將帶你回顧這段戲劇性的市場翻轉：從日經指數的50%大反彈，到南韓股市成為全球最亮眼明星，再到台股市值超越南韓、直逼全球前八。AI、半導體、軍工與記憶體族群接力領漲，資金潮推升全球大市值企業不斷膨脹。面對驚嚇化為驚喜的行情，投資人該如何分辨務實與務虛？這一集，一起拆解市場密碼。【單集重點】 1. 台股市值在全球坐九望八 2. 美股科技七雄實力極大化 3. 記憶體族群一哄而上 4. 尋找低基期軍工股 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Sep 27, 2025

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抓住世界變化的核心焦點極端的世界，競爭愈集中

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