MI135. 費半暴跌12%那指修正，資金轉向防禦族群 | 美股破霧 007
本集Alice與Issac解析美股血洗！民主黨勝選引發AI資料中心監管疑慮，費半暴跌12%且台積ADR與台指期夜盤重挫。建議降低高負債AI算力比重，轉向民生防禦與公債避險。
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析美股血洗！民主黨勝選引發AI資料中心監管疑慮，費半暴跌12%且台積ADR與台指期夜盤重挫。建議降低高負債AI算力比重，轉向民生防禦與公債避險。
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.