BFM 89.9

HIGHLIGHTS 
Podcast  >  Caijin  >  财今股视  >  AI、半导体类股大跌!刚涨了一波的大马科技板块会否被殃及池鱼?

AI、半导体类股大跌!刚涨了一波的大马科技板块会否被殃及池鱼?

06-Nov-25 15:21

AI、半导体类股大跌!刚涨了一波的大马科技板块会否被殃及池鱼?

从4月“对等关税解放日”股市大震荡至今,马股科技板块一度反弹超过60%,到底我们是否迎来科技股久违的牛市周期?可是,最近AI和半导体类股相继大跌,我国科技股难得的春天会否昙花一现?这一期的「财今股视」就来聚焦这个课题。

照片取自: Alfan Subekti/ Shutterstock.com

Produced by: 余伟健

Presented by: 余伟健


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  Market

Tags:  AITechStock MarketNASDAQBubble





Play / Pause

Listen now : Beyond the Ballot Box: We speak to Dr Jeyakumar Devaraj about his...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Dan Ives, Managing Director of Wedbush Securities, gives us his perspective on new tech at CES.

7:45 AM

Morning Brief

Dr Juliette McIntyre, Senior Law Lecturer at the University of South Australia discusses the legality behind the US's invasion of Venezuela.

8:00 AM

The Breakfast Grille

Darren Tan, Group CEO & Executive Director of EFS Group, walks us through his company's strategies and business growth.

8:30 AM

Morning Brief

Dr Paul Anthony Maria Dass, Senior Lecturer at the School of Accounting and Finance, Faculty of Business & Law, Taylor’s University, shares his views on the recent EPF policy changes.

8:45 AM

Morning Brief

Dr Azmil Mohd Tayeb, Political Scientist and Associate Professor, Universiti Sains Malaysia walks us through recent political developments.

9:00 AM

Opening Bell

(REPEAT) Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) Dan Ives, Managing Director of Wedbush Securities, gives us his perspective on new tech at CES.

9:35 AM

BBC World Service

The Inquiry gets beyond the headlines to explore the trends, forces and ideas shaping the world.

10:05 AM

Open For Business

Warren Mak, Co-Founder & CEO, Ted Optimus, talks about why so many Malaysians struggle to invest sustainably, and how his platform aims to help investors slow down, think rationally, and separate real opportunities from costly noise.

11:00 AM

Marketing Mojo

Digital 2026: 6 Billion Online & Malaysia’s TikTok Grip. Meltwater’s Mimrah Mahmood explores Malaysia’s 98% internet penetration, the rise of "social search," and WhatsApp’s role as a marketing channel.

12:00 PM

Enterprise Explores

Crypto 2026: From the Casino to the Balance Sheet. Halogen Capital’s Hann Liew reviews 2025’s $4.2T market peak, the impact of the US "Genius Act", and the rise of Tokenisation of Real-World Assets.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

We speak to Dr Jeyakumar Devaraj about his new book, Notes on the Way Forward, which takes a sharp look at the structural failures of capitalism and how we can build a better world for everybody.

4:05 PM

Health & Living

How are clinician-scientists in Southeast Asia changing what we know about dementia in this region? How is dementia in Southeast Asia different from other parts of the world?

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Talkback Tuesday