MI15. 伊朗否認和談美股收黑！軟體股迎SaaS末日 | 美股破霧 007
本集Alice與Issac解析伊朗否認和談引發的市場觀望！油價反撲推升能源防禦板塊，傳統軟體慘遭SaaS末日拋售。建議採能源避險與AI基建並重的槓鈴策略，預期台股多空交戰劇烈震盪！
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析伊朗否認和談引發的市場觀望！油價反撲推升能源防禦板塊，傳統軟體慘遭SaaS末日拋售。建議採能源避險與AI基建並重的槓鈴策略，預期台股多空交戰劇烈震盪！
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.