MI133. 期中選舉晶片強彈，聚焦台股AI外溢效應 | 美股破霧 007
本集Alice與Issac解析美股期中選舉強彈！晶片股與AMD盤後大漲帶動費半狂飆，油價重挫抒解通膨疑慮，蘋果則因組件成本承壓。建議逢低布局具實質營收之AI龍頭與台股外溢供應鏈。
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析美股期中選舉強彈！晶片股與AMD盤後大漲帶動費半狂飆，油價重挫抒解通膨疑慮，蘋果則因組件成本承壓。建議逢低布局具實質營收之AI龍頭與台股外溢供應鏈。
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.