MI121. 通膨竄升AI重挫，台積電回檔防禦族群接棒 | 美股破霧 007
本集Alice與Issac解析美股科技股賣壓！批發通膨爆升引發AI債務與利率疑慮，台積電即便獲利創高仍面臨毛利壓力拉回。建議短線避開高槓桿晶片股，關注醫療防禦板塊與台積電先進製程供應鏈。
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