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                            <h1 class="h6 herald-mod-h herald-color">Tag • 能源題材</h1>
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                               title="輝達不要買？谷月涵改挺這2大題材　示警已到末升段牛市">
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                                        輝達不要買？谷月涵改挺這2大題材　示警已到末升段牛市                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-19</span>
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                                <p> 外資圈資深分析師，被稱為「台灣先生」的聚界潔能公司董事長谷月涵18日表示，現階段他對輝達看法仍偏保守，直言「輝達不要買」，反而更看好記憶體、能源相關題材。 我是廣告 請繼續往下閱讀 谷月涵表示，包括...</p>
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