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台股在台積電領軍下突破 26,000 點，半年飆漲近 9,000 點，市場樂觀與懼高並存。AI 軍備競賽推升半導體股，美中巨頭加碼投資，Nvidia、Intel、台積電齊漲，記憶體與 PCB 族群也跟進火熱。然而漲勢背後，泡沫疑慮與回檔壓力隨之升溫。本集帶你解析台股衝關三萬的契機與風險，誰是真正的大贏家，誰又可能成為下一個泡沫警訊？ 【單集重點】 1.這一波半導體股大贏家 2.記憶體股上漲有理？ 3.鴻海轉大人的要件 -- Hosting provided by SoundOn
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