COMPUTEX後還能追？核心在美股！？核心+衛星 2檔ETF投資升級！ft.陳唯泰.財女珍妮 王怡人【理財必修課】EP63 阮慕驊 詹璇依

🚀 The AI ​​Craze: From Training to Inference! Google and Broadcom Take the Lead, Is Nvidia No Longer the Sole Leader? 💰 Tech Giants' Capital Expenditure Surpasses Trillion Dollars! Can the AI ​​Boom Really Continue for Several More Years? 🔥 Is It Still Worth Chasing the Hit US Stocks? Experts Reveal: This Isn't a Macroeconomic Market, It's an AI Market! 🎯 Don't Miss the Latest Episode of Essential Financial Management Lessons! Recording Date: 2026/06/05 👓Learn More👉https://capitalfund.tw/98kfdk #EssentialFinancialCourse #FinancialGirlJenny #ChenWeitai #ZhanXuanyi #RuanMuhua #USStocks #AI #HuangJenxun #NVIDIA #Marvell #Broadcom #Google #AIAgent #InferenceAI #CapitalExpenditure #TechGiants #S&P500 #ETF #TechStocks #009823 #009824 #TSMC #Semiconductor #AISupplyChain #COMPUTEX #Investment #FinancialManagement #StockMarket #Finance ✨Investment always carries risk. Fund investments can result in both gains and losses. Please carefully read the prospectus before subscribing. ⚠️【Some content in this video is sponsored by Yuanta Securities Investment Trust and is not intended as analysis or recommendations】 0:00 Introduction 3:36 Major Companies Frantically Compete for AI Orders! Will This Ignite a Major Explosion in the Taiwan Stock Market? 7:58 Is it difficult to operate at high prices in the Taiwan stock market? Breaking down active ETF stock switching operations! 11:54 Are you worried about an AI bubble as US stocks surge? Use fundamentals to master long-term allocation strategies. 15:44 Are you drooling over US tech giants? How can investors position themselves using ETFs? 19:12 How to eat the five-layer cake of Huang's AI strategy? Experts teach how to position yourself with ETFs. 23:35 Investment doesn't have to be a choice! Core + Satellite: A complete offensive and defensive formation! 25:07 Not just Taiwan stocks have a hot trend. The AI ​​craze continues! Can you still chase Japanese and Korean ETFs? ※This program has no improper financial relationship with the stocks recommended by the analysts. The information is for reference only. Investors should make independent judgments, prudently evaluate, and bear their own investment risks. 【EBC ETTV 24-hour live broadcast】Click here:    • 【看盤不中斷】EBC東森財經股市24小時直播｜Taiwan EBC Financia...   Uninterrupted market monitoring! Like and share this post with friends and family who want to learn about investing and financial management! 🔔Don't forget to turn on notifications🔔