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Chinatimes
@chinatimes.com · 1 hour

TOYOTA痛失龍頭!日本記憶體妖股18個月飆56倍 謝金河驚:新王者誕生

TOYOTA痛失龍頭!日本記憶體妖股18個月飆56倍 謝金河驚:新王者誕生
記憶體晶片廠鎧俠(Kioxia Holdings)於12日股價暴漲7.6%,上市僅18個月,市值即衝破44兆日圓,正式取代豐田汽車(Toyota)成為日本市值龍頭企業。財信傳媒董事長謝金河分析,鎧俠原本在日本僅算中小企業,定位類似台灣的旺宏,如今受惠於AI浪潮與記憶體需求大爆發而成為日本新王者,也讓日本企業版圖正迎來大洗牌。 隨著全球股市回檔,日本前20大市值企業近期出現劇烈...
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