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本集Alice與Issac解析美股資金輪動,道瓊強勢而科技股微跌。最大亮點為美光盤後開出史詩級財報狂飆,徹底粉碎AI泡沫疑慮!短線建議緊盯PCE數據並留意週期板塊;今日台股受美光激勵,台積電與記憶體鏈有望迎來猛烈報復性強彈!

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