主持人 黃斐瑜 本集來賓 游庭皓 李永年 謝晨彥 吳岳展 💡本集重點： ★台股開高震盪 法人獲利了結先觀望!? ★川普亞洲行拚簽協議 搞定中國股市再漲一年!? ★Fed換帥名單出爐 降息+和解 美股上漲利多!? ★台股2萬8關前震盪再上? AI記憶體族群性強!? ★光寶科向上比價台達電? 法說會行情暖身!? ★智邦800G出貨起飛 股價再戰千元大關!? ★AI與記憶體需求推升 力成亮燈開始轉強!? ★GTC大會點火 冷革命啟動! 奇鋐飆天價強恆強!? ★母公司南亞科加持 福懋科低價潛力股出列!? ★小金雞超穎A股掛牌飆熔斷 定穎投控母以子貴!? ★AI輪動到矽光子? 聯亞 環宇-KY整理後轉強!? ★輝達點燃CPO需求 矽光子噴出 光聖業績最穩!? ★AI生成假收據報帳氾濫? 長期看貼文AI也腦殘!? ★沒賺錢的就別死抱?賣掉高股息ETF 轉買市值型!? ★鴻海重金造超算中心 老AI本益比不貴 還能進場!? -- Hosting provided by SoundOn
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