DeepSeek真能撼動輝達、台積電? 專家建議:2025短空長多 保留現金降低槓桿 Feat.張弘昌|毛利小姐變有錢 EP176

今周大耳朵


DeepSeek橫空出世、川普上任祭出新一波關稅戰,台股上周新春開盤罕見未開紅盤。今周刊顧問、專欄作者張弘昌表示,2025年AI市場將從科技巨頭軍備競賽轉化為百花齊放格局,川普上任產生的不確定性增加,建議投資人以短空長多視野進行佈局,手上要保留現金,適度降低槓桿應付震盪格局。
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主持人|靖璞、孝瑜
與談人|今周刊顧問 張弘昌
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