富邦期權通 投資理財變輕鬆 2025.08.28
富邦期權通 投資理財變輕鬆
1. 輝達 Q2 營收 EPS 雙優，但資料中心略低預期致股價盤後跌約 3%
2. 未納 H20 銷售預估，中國出口不確定性壓抑市場情緒
3. Blackwell 晶片產能全速提升＋600 億美元回購拉高後市期待
4. 台股短線整理，但 AI 成本支出續強，利多供應鏈族群
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