棄廣達轉鴻海恐更虧？這檔才是複製台達電飆勢真AI牛股！1指標挑出贏家《鈔錢部署》盧燕俐 ft.蔡明翰 20251104
鈔錢部署–華視優選
•
November 4, 2025
鈔錢部署–華視優選
@ctsfeaturedAbout
//華視首推//質感型白話理財節目-《鈔錢部署》💰 由理財專家"盧燕俐"，邀請財經界專家與達人，每週分享正確嶄新的理財觀念、財經大小事，以及優質的投資標的，告訴你「理財不須投機取巧、不須時時盯盤，優雅投資其實很簡單」 ⏰每週二、四 晚上八點 Youtube線上首播⏰ 一起鈔錢部署 x 放大財富
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鴻海、廣達誰更會漲？此外蔡明翰揭曉「這檔」有望複製台達電飆勢！ 另外這1個指標勝過EPS，一起幫你布局2026最強黑馬！ #台達電 #鴻海 #廣達 #AI概念股 #台股分析 #鈔錢部署 🎤主持：理財專家 #盧燕俐 🎤來賓：國泰證期顧問處協理 #蔡明翰 👇筆記在這邊👇 00:00 影片開始 02:06 鮑爾潑冷水降息預期降溫！12月降息機率驟降至67% 03:23 四大CSP財報亮眼！AI資本支出持續上修撐底氣 04:39 台達電榮登今年最飆大牛股 蔡明翰點名明年它接棒 07:48 大牛股為何變飛牛 專家揭關鍵是EPS成長率 13:18 推論AI資料中心是什麼？成本低、設計期半年至1年 17:42 ASIC晶片爆發性成長？蔡明翰：輝達GPU才是王道 22:29 鴻海、台達電拉回免驚！壓制性優勢明年續領風騷 25:27 鴻海飆新高廣達股價卻龜縮 蔡明翰：安啦！2家輪漲 💡延伸主題看更多💡 台積電穩上3000? 億元教授解原因👉 https://youtu.be/tijbQXoPeQQ 小心DRAM漲勢結束 蔡明翰解析 👉 https://youtu.be/rCeu-AeiFUs ⏰每週二,四晚上八點 首播來簽到 🧠本節目投資標的僅供參考，投資人應獨立判斷、審慎評估、自負投資風險 🔍更多鈔錢這裡看🔍 FB免費領圖卡》https://facebook.com/CTSFeatured 加會員看專訪》https://ftcts.psee.io/MF_MBJoin 鈔錢節目介紹》https://pse.is/CTS_MoneyFirst Apple Podcast》https://pse.is/MoneyFirst_AP
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