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2026 年資產配置主軸轉移:從科技集中到產業擴散,跨越 AI 巨頭高牆,迎接「中期擴張」與「政策紅利」的驅動引擎

2026 的配置邏輯轉折:AI 仍是引擎,但報酬將由從 M7 集中風險到產業輪動紅利

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MimiVsJames
Jan 11, 2026
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