MI116. OpenAI爆營收缺口，台積電Q3營收破紀錄 | 美股破霧 007
本集Alice與Issac解析美股重挫！OpenAI營收缺口引發AI資本支出疑慮，拖累半導體重挫，但台積電Q3營收創歷史新高。建議短線避開高槓桿AI題材，聚焦高現金流龍頭。
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.
本集Alice與Issac解析美股重挫！OpenAI營收缺口引發AI資本支出疑慮，拖累半導體重挫，但台積電Q3營收創歷史新高。建議短線避開高槓桿AI題材，聚焦高現金流龍頭。
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Hosting provided by SoundOn
The skinny isn't ready yet — notes appear once the transcript is processed.