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雷老闆-董事長聊投資

EP70|這三篇報告撐起這週主流!老AI、PCB、記憶體全面復活?

03 Oct 2025

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美國政府關門,股市卻一路創高? 外資週末兩篇報告,雷老闆帶你解讀! AI伺服器市場大成長?這禮拜市場瘋搶緯創? CCL供不應求,台光電台燿成長大爆發? 下一代價格直接翻倍跳! 記憶體被外資升降評亂拳,美光大漲來真的?! 除了記憶體缺,這個東西也缺到漲價你有發現嗎? 國巨併購史,原來有錢人是這樣玩的? 街訪又遇到「高」手?其實操作沒有你我想像的遠! 雷老闆的新頻道影片《盤中緩漲能不能追?》:https://youtu.be/OnKkm1Q4lBQ *本節目敘述爲帶會員進行操作或過去經驗講述 【金玉峰證券投顧(114)金管投顧新字第零壹壹號】 本資料僅供參考,投資時應審慎評估;興櫃股票登錄條件較上市(櫃)股票寬鬆,且無每日漲跌幅限制,投資人應審慎評估是否適合投資 -- Hosting provided by SoundOn

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