0000-1115 美國財報公布普遍差…但Meta提升資本支出，苦了自己、激勵台灣伺服器廠商？ 1115-2526 網路採購不敵實體通路？亞馬遜沒有推出好康的促銷政策，百貨公司周年慶竟然又翻身？ 2024-2526 黃藍燈出現，壞事也好事，再等幾個月景氣觸底，但庫存清完要看的是需求是否回溫！ 2526-3113 聯發科Q4無法了…預估營收季減16-24%，毛利率掉到48.5%…手機晶片的春燕要再過2季才飛來？ 3113-END 兆華與阿格力，VIP訂閱募集中：https://apple.co/3hcK0fp -------- 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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