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！
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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