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這週我們聊三個主題： 1. 回顧上週聊到的瑞薩火災，例如上週提到的 3122 笙泉，這週又漲了 18%。外溢效應可以一直炒？ 2. 台積電跟宏碁都說超額下單，這要怎麼看？ 3. 大立光與先進光的愛恨情仇，分享我們 2017 年的放空經驗，以及聊聊這次的和解事件，能不能學到什麼。 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog
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