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兆華與股惑仔

EP161|英特爾跌倒、亞馬遜報喜,股市走鋼索力保平衡…美國Q2的GDP結構並不健康?最後考驗的來襲!ft.外匯專家 大佛李其展

29 Jul 2022

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0000-0637 美股財報週喜憂互見,公布Q2 GDP衰退比預期小,市場正面表列,Intel財報差市場也為台積電按讚? 0637-1332 美國GDP結構不太健康,竟然是靠「淨出口」?美國賣什麼出去賺外匯?最大的隱憂是不進口東西了? 1332-1544 拜習會後為何裴洛西態度變曖昧…英特爾代表IC設計業毛利率拉警報,Q3股市歌舞昇平中保持警覺! 1544-END 聯發科開法說,毛利率跌破50%略低於市場預期,下修全年成長率,對未來不能明確承諾…其實不意外? -------- 節目內容純屬主持人與來賓個人經驗分享,非個股推薦。投資人須自行謹慎判斷,評估擔負風險。 -- Hosting provided by SoundOn

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