0000-0327 這波反彈從大型績優股，有體質好股，漲到利空不跌、本夢比高的股票…面對明年衰退疑慮，派對先結束了？ 0327-1409 下游說要打庫存，但上游晶片還是源源不絕生產…IC設計就算想違約，也會先集中在一家？台積、聯電隱憂在明年！ 1409-2015 IC設計去年是20年來最賺的1年，中國廠商也切入驅動、電源管理IC、MCU，疫情過後恐怕獲利比疫情前更差？ 2015-2603 台積電雖然Q3超強，法說超好，但客戶陸續下調2023年的預估…蘋果銷量牽一髮動全身，10月來見真章！ 2603-END 兩隻黑天鵝等在旁，歐債危機、大陸爛尾樓，期待不會爆…明年回歸「選股不選市」，投資更聚焦簡單！ -------- 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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