
MI102. 晶片重挫傳產撐盤,台股AI面臨修正壓力 | 美股破霧 007
本集Alice與Issac解析美股資金大輪動!AI資本支出疑慮拖累晶片與記憶體重挫,資金轉進傳產防禦板塊。加上美新關稅與中東戰火,短線建議佈局價值型標的;台股AI與記憶體恐臨修正,靜待下週超級財報週,切勿過早摸底!
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