▍中鼎暴雷怎麼鼎 00:09 中鼎 196 億元的工程款成呆帳事件。 07:45 如何自行從公開資料去尋找整件事情的輪廓 。 14:17 中鼎股價和可轉債價格討論。 ▍美國商務部對中國與東南亞太陽能板祭出反傾銷 20:03 全球太陽能板產業輪廓＆美國商務部對於中國與東南亞出口的太陽能板祭出反傾銷所帶來的影響。 ▍台積電新技術＆關稅下的半導體循環涼了沒 28:26 台積電近期在北美技術論壇有哪些重點：SoW-X、通用光子引擎。 33:48 本輪半導體循環要往下了。 ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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