22 Dec 2025
27m
【株価は「台湾有事」を織り込みすぎ】AI半導体の最強株「TSMC」が安い／利益率40％でも「本気出してない」／韓国にも“隠れAI銘柄”／8兆円ファンド日本代表・時国司【Investor's Mind】
TBS CROSS DIG with Bloomberg
Open in Podwise to generate AI notes
Sign in to process this episode and unlock summaries, transcripts, highlights and translations.
Shownotes are not generated by Podwise.