MI125. 黃仁勳喊缺錢費半血洗，資金轉向防禦族群 | 美股破霧 007
本集Alice與Issac解析美股重挫！黃仁勳警示資金短缺與Meta龐大資本支出引爆AI疑慮，費半暴跌近7%，油價因中東飆漲。建議降低高槓桿科技股，轉向民生消費與國防等防禦板塊。
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析美股重挫！黃仁勳警示資金短缺與Meta龐大資本支出引爆AI疑慮，費半暴跌近7%，油價因中東飆漲。建議降低高槓桿科技股，轉向民生消費與國防等防禦板塊。
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.