週日趴(影)／台積電股價創高 蘇威元: 現階段AI就是一種信仰
發布時間：2025/07/18 16:43:03
更新時間：2025/07/18 16:43:03
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美股四大指數本週全面走揚，台股在台積電法說大好帶動下，指數再創反彈來新高，財經週日趴節目來賓-資深分析師蘇威元表示，現階段AI就是一種信仰，股價漲到你就是要相信它。
護國神山台積電7/17日召開法說會，公布第二季財報，不僅大賺3,982.7億元，寫下史上最強第二季紀錄，毛利率更優於預期、達58.6%，董事長魏哲家強調，AI動能還是十分強勁。資深分析師蘇威元表示，NVIDIA前景看好，台積電法說大好，AI就是一種信仰，現在已經到你就是相信它!
蘇威元表示從1月到現在，股票市場中間經過很多的利空，可是利空將指數打下來後，淬鍊完又上去，很多強勢股在輪動，可是誰一直沒有變-就是AI沒有變。黃仁勳在中東、中國接到這麼大的訂單，未來才要出貨，這個對於美股來講，應該是一個利多事蹟。
論壇中心／綜合報導
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