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【有片：投資王道】王弼：硬件股大升背後存隱憂 籲投資要有耐性

Future Wealths
Future Wealths
6 5 月, 2026
One Min Read
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美國Hyperscalers（雲端巨頭）仍激進擴張資本支出，帶動算力與基礎建設股熱炒。香港奧國經濟學院院長王弼指出，當前硬體股的驚人升幅，就好似預期這些科技巨頭在未來十年，仍能維持每年數千億規模的「燒錢」速度進行投資。這種過度樂觀的估值，背後隱憂重重。

原文: https://finance.mingpao.com/fin/instantf/20260506/1778054717064/%E3%80%90%E6%9C%89%E7%89%87-%E6%8A%95%E8%B3%87%E7%8E%8B%E9%81%93%E3%80%91%E7%8E%8B%E5%BC%BC-%E7%A1%AC%E4%BB%B6%E8%82%A1%E5%A4%A7%E5%8D%87%E8%83%8C%E5%BE%8C%E5%AD%98%E9%9A%B1%E6%86%82-%E7%B1%B2%E6%8A%95%E8%B3%87%E8%A6%81%E6%9C%89%E8%80%90%E6%80%A7%22%20target=%22blank

Last Update: 6 5 月, 2026

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