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金臨天下

CPI上揚?科技業年裁員逾90萬?三星開槍 晶圓代工殺價搶單戰

14 Feb 2023

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主持人 黃斐瑜 本集來賓 馮志源 曲建仲 陳威良 王兆立 【本集重點】 1.全球裁員數是去年6倍! 今年科技業裁員逾90萬人!? 2.上秒開會.下秒被炒? 美光裁員又減薪"台灣"也跟進!? 3.美企左手砍員工.右手發股利 能有效提振股價!? 4.美資產管理三巨頭示警 "通膨降至2%"仍過早!? 5.漲多下車? 美股今年漲 資金反從美股基金流出!? 6.藍燈投資法! 連"三藍"勝率最高 長線最佳買點!? 7.美CPI權重改一年一調! 不降反增牽動Fed升息路徑!? 8.殺價戰開打!外資調高目標價! 晶圓雙雄多?空!? 9.台積電15倍本益比是買點? 聯電要看"本淨比"!? -- Hosting provided by SoundOn

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