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                            <h1 class="h6 herald-mod-h herald-color">Tag • AI資本支出</h1>
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                               title="瑞銀上調明年全球AI資本支出1.2兆美元　建議多元布局防震盪">
                                <img src="/uploads/images/20260905/82e28e7e9e7852a576.png" alt="瑞銀上調明年全球AI資本支出1.2兆美元　建議多元布局防震盪"/>
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                                        瑞銀上調明年全球AI資本支出1.2兆美元　建議多元布局防震盪                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-09-05</span>
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                                <p> ✕ 今（2026）年以來，全球市場在不確定性環境下震盪加劇，不過，瑞銀財富管理投資總監辦公室（CIO）亞洲資產配置主管胡俊禮今（4）日指出，AI仍是當前最重要的市場驅動因素之一，大型科技企業持續加大...</p>
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                                        <img src="/uploads/images/20260814/18566384a00f05b6d4.png" alt="AI投資見頂？專家看屬短期消化非循環結束　看好3類股表現"/>
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                                            AI投資見頂？專家看屬短期消化非循環結束　看好3類股表現                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-14</span>
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                                    <p> ✕ 全球科技股在7月經歷震盪修正後，投資人對AI投資循環是否進入尾聲的討論再度升溫。景順投信股票投資部門主管蕭若梅今（13）日指出，...</p>
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                                            台積電站回950元大關！本益比估僅15.5倍　大摩重申「首選」　                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-05-03</span>
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                                    <p> 摩根士丹利（大摩）近日將晶圓代工龍頭台積電重新列為首選個股，看好隨著Meta、微軟等科技巨頭積極擴大AI資本支出，台積電有望受惠，加...</p>
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                                       title="台積電股價越跌越有吸引力？外資最新上調目標價至1200元">
                                        <img src="/uploads/images/20240806/8cdd2cc890693c69d3.png" alt="台積電股價越跌越有吸引力？外資最新上調目標價至1200元"/>
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                                            台積電股價越跌越有吸引力？外資最新上調目標價至1200元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2024-08-06</span>
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                                    <p>台北股市今（6）日上演大V轉，盤中高低點振幅高達977.7點或4.93%，其中權王台積電昨（5）日一度打入跌停，終場收在815元、跌破...</p>
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