國泰金今天舉辦法人說明會,會後,總經理李長庚受訪時,被問對台股看法,他認為從各項景氣來看,市場波動難免,不過只要大方向沒有改變,明年還是樂觀,「3萬點應該不是夢吧」。 李長庚說,台灣不管是過去的GPU或是最近Google的TPU,台灣都是最大的基地,只要AI熱度繼續,台灣還是可以獲得最大的好處,比如說過去GPU是大的投資,希望能夠築起比較高的技術門檻,收費也會比較高;Google的TPU成本,相對比GPU低蠻多的。 李長庚指出,另外,蠻多開源的架構,不只是在中國大陸,美國也有很多開源AI模型,會在各種運用百花齊放,百工百業使用,尤其有些比較小型的開源模型,在各產業導入會更快。不管從晶片到各項的元件,台灣都算是最大的供應基地,只要AI能夠持續發展,台灣都會得到最大好處,也是很多專家為什麼會喊台股3萬或3萬5千點,都是基於這樣的趨勢,到目前都沒有改變。 李長庚指出,股市當然會有震盪,懷疑AI泡沫,這樣反而是好事,當大家有懷疑有擔心的時候,就不會太過狂熱,大家從網路泡沫學到教訓後,不會一股熱、完全毫無顧忌的投資,現在,大家擔心泡沫的狀態,理性投資,對AI發展是正面的。 李長庚說,整體趨勢向上的時候,台灣整體產業發展,都可有有蠻大的期待。 國泰世華銀行日前舉辦「2026全球經濟及市場展望發表會」,研判明後年的企業盈餘仍有雙位數成長,也預期美、台股市將有再創新高的機會,其中,台股有機會突破3萬點。   (資料來源:威傳媒新聞-WinNews) 延伸閱讀: 國泰金總座李長庚:全球面對氣候變遷 台灣有機會勝出!|財經 國泰金總座李長庚:自然金融市場 可為氣候變遷解方引資! 國泰金總座李長庚:2026思考併購機會 普發現金有助GDP! 國泰金今天舉辦法人說明會,會後,總經理李長庚受訪時,被問對台股看法,他認為從各項景氣來看,市場波動難免,不過只要大方向沒有改變,明年還是樂觀,「3萬點應該不是夢吧」。 李長庚說,台灣不管是過去的GPU或是最近Google的TPU,台灣都是最大的基地,只要AI熱度繼續,台灣還是可以獲得最大的好處,比如說過去GPU是大的投資,希望能夠築起比較高的技術門檻,收費也會比較高;Google的TPU成本,相對比GPU低蠻多的。 李長庚指出,另外,蠻多開源的架構,不只是在中國大陸,美國也有很多開源AI模型,會在各種運用百花齊放,百工百業使用,尤其有些比較小型的開源模型,在各產業導入會更快。不管從晶片到各項的元件,台灣都算是最大的供應基地,只要AI能夠持續發展,台灣都會得到最大好處,也是很多專家為什麼會喊台股3萬或3萬5千點,都是基於這樣的趨勢,到目前都沒有改變。 李長庚指出,股市當然會有震盪,懷疑AI泡沫,這樣反而是好事,當大家有懷疑有擔心的時候,就不會太過狂熱,大家從網路泡沫學到教訓後,不會一股熱、完全毫無顧忌的投資,現在,大家擔心泡沫的狀態,理性投資,對AI發展是正面的。 李長庚說,整體趨勢向上的時候,台灣整體產業發展,都可有有蠻大的期待。 國泰世華銀行日前舉辦「2026全球經濟及市場展望發表會」,研判明後年的企業盈餘仍有雙位數成長,也預期美、台股市將有再創新高的機會,其中,台股有機會突破3萬點。   (資料來源:威傳媒新聞-WinNews) 延伸閱讀: 國泰金總座李長庚:全球面對氣候變遷 台灣有機會勝出!|財經 國泰金總座李長庚:自然金融市場 可為氣候變遷解方引資! 國泰金總座李長庚:2026思考併購機會 普發現金有助GDP!

國泰金總座李長庚:台股3萬點不是夢 理性投資對AI發展是正面的!

2025/11/28 18:03

國泰金今天舉辦法人說明會,會後,總經理李長庚受訪時,被問對台股看法,他認為從各項景氣來看,市場波動難免,不過只要大方向沒有改變,明年還是樂觀,「3萬點應該不是夢吧」。

李長庚說,台灣不管是過去的GPU或是最近Google的TPU,台灣都是最大的基地,只要AI熱度繼續,台灣還是可以獲得最大的好處,比如說過去GPU是大的投資,希望能夠築起比較高的技術門檻,收費也會比較高;Google的TPU成本,相對比GPU低蠻多的。

李長庚指出,另外,蠻多開源的架構,不只是在中國大陸,美國也有很多開源AI模型,會在各種運用百花齊放,百工百業使用,尤其有些比較小型的開源模型,在各產業導入會更快。不管從晶片到各項的元件,台灣都算是最大的供應基地,只要AI能夠持續發展,台灣都會得到最大好處,也是很多專家為什麼會喊台股3萬或3萬5千點,都是基於這樣的趨勢,到目前都沒有改變。

李長庚指出,股市當然會有震盪,懷疑AI泡沫,這樣反而是好事,當大家有懷疑有擔心的時候,就不會太過狂熱,大家從網路泡沫學到教訓後,不會一股熱、完全毫無顧忌的投資,現在,大家擔心泡沫的狀態,理性投資,對AI發展是正面的。

李長庚說,整體趨勢向上的時候,台灣整體產業發展,都可有有蠻大的期待。

國泰世華銀行日前舉辦「2026全球經濟及市場展望發表會」,研判明後年的企業盈餘仍有雙位數成長,也預期美、台股市將有再創新高的機會,其中,台股有機會突破3萬點。
 

(資料來源:威傳媒新聞-WinNews)

Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

Unleashing A New Era Of Seller Empowerment

Unleashing A New Era Of Seller Empowerment

The post Unleashing A New Era Of Seller Empowerment appeared on BitcoinEthereumNews.com. Amazon AI Agent: Unleashing A New Era Of Seller Empowerment Skip to content Home AI News Amazon AI Agent: Unleashing a New Era of Seller Empowerment Source: https://bitcoinworld.co.in/amazon-ai-seller-tools/
Share
BitcoinEthereumNews2025/09/18 00:10
Foreigner’s Lou Gramm Revisits The Band’s Classic ‘4’ Album, Now Reissued

Foreigner’s Lou Gramm Revisits The Band’s Classic ‘4’ Album, Now Reissued

The post Foreigner’s Lou Gramm Revisits The Band’s Classic ‘4’ Album, Now Reissued appeared on BitcoinEthereumNews.com. American-based rock band Foreigner performs onstage at the Rosemont Horizon, Rosemont, Illinois, November 8, 1981. Pictured are, from left, Mick Jones, on guitar, and vocalist Lou Gramm. (Photo by Paul Natkin/Getty Images) Getty Images Singer Lou Gramm has a vivid memory of recording the ballad “Waiting for a Girl Like You” at New York City’s Electric Lady Studio for his band Foreigner more than 40 years ago. Gramm was adding his vocals for the track in the control room on the other side of the glass when he noticed a beautiful woman walking through the door. “She sits on the sofa in front of the board,” he says. “She looked at me while I was singing. And every now and then, she had a little smile on her face. I’m not sure what that was, but it was driving me crazy. “And at the end of the song, when I’m singing the ad-libs and stuff like that, she gets up,” he continues. “She gives me a little smile and walks out of the room. And when the song ended, I would look up every now and then to see where Mick [Jones] and Mutt [Lange] were, and they were pushing buttons and turning knobs. They were not aware that she was even in the room. So when the song ended, I said, ‘Guys, who was that woman who walked in? She was beautiful.’ And they looked at each other, and they went, ‘What are you talking about? We didn’t see anything.’ But you know what? I think they put her up to it. Doesn’t that sound more like them?” “Waiting for a Girl Like You” became a massive hit in 1981 for Foreigner off their album 4, which peaked at number one on the Billboard chart for 10 weeks and…
Share
BitcoinEthereumNews2025/09/18 01:26
One Of Frank Sinatra’s Most Famous Albums Is Back In The Spotlight

One Of Frank Sinatra’s Most Famous Albums Is Back In The Spotlight

The post One Of Frank Sinatra’s Most Famous Albums Is Back In The Spotlight appeared on BitcoinEthereumNews.com. Frank Sinatra’s The World We Knew returns to the Jazz Albums and Traditional Jazz Albums charts, showing continued demand for his timeless music. Frank Sinatra performs on his TV special Frank Sinatra: A Man and his Music Bettmann Archive These days on the Billboard charts, Frank Sinatra’s music can always be found on the jazz-specific rankings. While the art he created when he was still working was pop at the time, and later classified as traditional pop, there is no such list for the latter format in America, and so his throwback projects and cuts appear on jazz lists instead. It’s on those charts where Sinatra rebounds this week, and one of his popular projects returns not to one, but two tallies at the same time, helping him increase the total amount of real estate he owns at the moment. Frank Sinatra’s The World We Knew Returns Sinatra’s The World We Knew is a top performer again, if only on the jazz lists. That set rebounds to No. 15 on the Traditional Jazz Albums chart and comes in at No. 20 on the all-encompassing Jazz Albums ranking after not appearing on either roster just last frame. The World We Knew’s All-Time Highs The World We Knew returns close to its all-time peak on both of those rosters. Sinatra’s classic has peaked at No. 11 on the Traditional Jazz Albums chart, just missing out on becoming another top 10 for the crooner. The set climbed all the way to No. 15 on the Jazz Albums tally and has now spent just under two months on the rosters. Frank Sinatra’s Album With Classic Hits Sinatra released The World We Knew in the summer of 1967. The title track, which on the album is actually known as “The World We Knew (Over and…
Share
BitcoinEthereumNews2025/09/18 00:02