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謝金河話投資

鎂光燈只照在舞台正中央 全球資本市場集中化的態勢

25 Oct 2025

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AI革命推升全球股市創高,台股由台積電、台達電領軍再寫新天價。晶片與記憶體股掀起長多行情,鴻海、緯創、國巨等潛力股布局新局,投資焦點正轉向下一波AI供應鏈機會。 【單集重點】 1. AI的力量愈來愈大 2. 快閃記憶體的最大贏家 3. 緯創股價恐被低估 4. 陳泰銘正在布一個大局 -- Hosting provided by SoundOn

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