第278集 | 2026年還在橫行! 美股投資邏輯Breakdowns! 幾個股市大主題不容錯過!

February 22
13 mins

Episode Description


日本是AI供應鏈的幕後大Boss?
市場完全誤判AI基建的週期!?
收入指引不再只影響股價,還可能令公司破產?
Anthropic、OpenAI未上市,但影響力已經滲透市場

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