MI124. SpaceX美超微爆喜，費半狂飆引領AI | 美股破霧 007
本集Alice與Issac解析美股強攻！SpaceX首度單季轉盈與美超微大升財測，激勵費半大飆近2%，緩解AI泡沫疑慮。建議聚焦具實質獲利的AI硬體與設備鏈，並注意高油價風險。
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析美股強攻！SpaceX首度單季轉盈與美超微大升財測，激勵費半大飆近2%，緩解AI泡沫疑慮。建議聚焦具實質獲利的AI硬體與設備鏈，並注意高油價風險。
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.