MI109. 美超微帶頭衝，台指期夜盤強飆近四百點 | 美股破霧 007
本集Alice與Issac解析美股反彈！美CPI溫和降溫，美超微與CoreWeave獲大單展望亮眼，台指期夜盤軋空大漲。建議布局CoWoS核心硬體，提防中小型網通股利多出盡。
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析美股反彈！美CPI溫和降溫，美超微與CoreWeave獲大單展望亮眼，台指期夜盤軋空大漲。建議布局CoWoS核心硬體，提防中小型網通股利多出盡。
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.