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謝金河話投資

全球股市都在衝浪 每個市場都有亮點企業

20 Sep 2025

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四分之三航程,關稅震撼後全球股市談判中狂飆,美股四指數創高;台股在台積電、台達電領軍續寫新頂,韓日港陸輪動起舞。AI與PCB火熱但基期升高。本集解析誰接棒、鴻海能否成主角,以及高檔行情的風險控管。 【單集重點】 1. 中日韓股市皆驚艷 2. 寒武紀搖身變中國版輝達 3. 股價基期高 風險上升 4. 聯華是隱藏版實力企業 -- Hosting provided by SoundOn

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