MI21. 中東停火現曙光！科技半導體強勢領漲 | 美股破霧 007
Alice與Issac解析美股四月延續漲勢！中東停火曙光促使資金回流，本集聚焦美光與Alphabet領軍的科技半導體板塊，及SpaceX的IPO傳聞。建議維持防禦與成長並重的均衡配置，提防地緣變數，切勿過度追高！
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