主持人 黃斐瑜 本集來賓 林宏文 温建勳 陳威良 紀緯明 ★FED降息等九月 投資人要避難?台積法說前 供應股先漲!? ★油價升.降息遲.通膨恐復燃 高盛曝降息"不是"必要選項!? ★快貴到吃不起?可可豆比銅貴 每公噸近一萬美元還會更貴!? ★不愛美元愛黃金?美千禧時代去量販店比金價力抗通膨!? ★美大學1年學費9萬美金 不上班不上學失聯青年黑數多!? ★美非農就業強勁 降息恐延至9月? 長.短債怎配置!? ★陸經濟難保5%? 墓地飆天價 住宅區驚現"骨灰房"!? ★台積領軍台股再創高 清明後變盤向上? 居高思危!? ★特殊氣體如晶圓製造的血液! 台積電衝AI不可或缺!? ★晶呈遠赴俄取經 轉骨成特氣供應商 純度99.9999%!! ★半導體供應鏈在地化! 氣體.特化股意外成隱形冠軍!? ★震後10小時恢復70%運作 幾點不重要半夜也要回台積!? ★台積日本廠在地採購率60% 暗藏日媒最想問的一句話!? ★魏哲家創台積電新格局? 靠幽默.自信.決策明快!? ★日內容產業外銷直逼半導體! 當心"韓國條漫"挑戰!? ★知名韓劇都來自它… 韓國網漫平台將在美股上市!? ★鴻華先進3月營收暴衝Q1同創新高 電動車風潮還能撐!? ★地緣政治複雜化! IC通路瘋併購 大者恆大成趨勢!? -- Hosting provided by SoundOn
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