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                            <h1 class="h6 herald-mod-h herald-color">Tag • 台灣先生</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">
                                <img src="/uploads/images/20260319/2a17fedce15eb20f74.png" alt="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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                                       title="台灣先生谷月涵說話了！台美股市歷史高檔　留意降息後下跌賣壓">
                                        <img src="/uploads/images/20250917/2a17fedce15eb20f74.png" alt="台灣先生谷月涵說話了！台美股市歷史高檔　留意降息後下跌賣壓"/>
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                                            台灣先生谷月涵說話了！台美股市歷史高檔　留意降息後下跌賣壓                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-09-17</span>
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                                    <p> 有台灣先生之稱的寬量國際策略長谷月涵（Peter Kurz），今日針對台灣、美國股市處於歷史高檔盤整，表示他認為兩者都已處於過熱區間...</p>
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                                       title="台股重返2萬點準備5月賣股？谷月涵：資金風險高但不代表會跌">
                                        <img src="/uploads/images/20240429/8e5d7913afa36941dc.png" alt="台股重返2萬點準備5月賣股？谷月涵：資金風險高但不代表會跌"/>
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                                            台股重返2萬點準備5月賣股？谷月涵：資金風險高但不代表會跌                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2024-04-29</span>
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                                    <p> 台股4月底在經歷了上沖下洗後，終於重返2萬點大關。在520行情即將到來，對於台股後市展望，也備受各界關注。「台灣先生」寬量國際(QI...</p>
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                                       title="日圓失守160大關！台灣先生谷月涵：人民幣有貶值壓力恐影響台幣">
                                        <img src="/uploads/images/20240429/95b045f288c4278d02.png" alt="日圓失守160大關！台灣先生谷月涵：人民幣有貶值壓力恐影響台幣"/>
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                                            日圓失守160大關！台灣先生谷月涵：人民幣有貶值壓力恐影響台幣                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2024-04-29</span>
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                                    <p> 日圓匯價早盤兌美元貶破160日圓大關，而日圓持續走弱，新台幣恐間接受牽連。被稱為「台灣先生」的寬量國際策略長谷月涵（Peter Ku...</p>
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