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川普再度出招，宣布對中國加徵 100% 關稅，全球股市瞬間跳水，費半重挫逾 6%。然而市場很快回穩，AI 熱潮持續燃燒，OpenAI、輝達、AMD 帶動半導體股再創高。這期節目帶你解析川普政策對台股的短期影響、AI 泡沫疑慮，以及台灣半導體與記憶體族群的下一步走勢。 【單集重點】 1. 川普的路數人盡皆知？ 2.台灣記憶體股甦醒了 3.高基期股拉回的壓力 4.超漲股回檔機率較大 -- Hosting provided by SoundOn
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