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)

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