
MI104. 美股狂歡盤後震盪,台股AI防脫鉤下跌 | 美股破霧 007
本集Alice與Issac解析美股創高!油價暴跌緩解通膨,但超微與SpaceX盤後因資本支出激增而重挫。建議布局高自由現金流軟體與特定擴產零組件;今日台股AI鏈面臨回檔,切勿盲目摸底!
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The skinny
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本集Alice與Issac解析美股創高!油價暴跌緩解通膨,但超微與SpaceX盤後因資本支出激增而重挫。建議布局高自由現金流軟體與特定擴產零組件;今日台股AI鏈面臨回檔,切勿盲目摸底!
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.