MI108. 美超微飆台積大擴產，台股AI鏈迎資金潮 | 美股破霧 007
本集Alice與Issac解析CPI前夕美股震盪！美超微毛利大驚喜盤後暴漲，台積電大砸290億美元擴產。建議聚焦高毛利AI硬體；今日台股受利多帶動，AI伺服器與先進封裝有望強勢領漲！
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析CPI前夕美股震盪！美超微毛利大驚喜盤後暴漲，台積電大砸290億美元擴產。建議聚焦高毛利AI硬體；今日台股受利多帶動，AI伺服器與先進封裝有望強勢領漲！
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.