台股高檔震盪，資金正在尋找下一波的主攻部隊，隨著 AI 股進入整理期，市場上傳來記憶體超級大循環、被動元件漲價的好消息，新的產業主線已經浮現了嗎？ 今天節目很榮幸邀請到產業隊長 張捷 ，來跟大家分享「記憶體超級大循環」何時爆發？被動元件漲價潮能撐多久？又該如何佈局下一波爆發的「新 AI 概念股」？ 主持：玩股網執行長 楚狂人 來賓：產業隊長 張捷 01:57 台股高檔震盪進入整理期 新AI概念股接棒？！ 06:17 記憶體超級循環啟動？！ 這2檔個股漲勢擋不住 17:17 被動元件掀漲價行情 這檔個股三大題材集一身 24:14 AI浪潮＋BBU模組沾光 這檔個股未來可期 30:59 國巨一個月飆漲近五成 還能進場買嗎？ 〖錄影時間為2025-11-11，非影片上架日盤勢〗 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting
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