主持人 黃斐瑜 本集來賓 謝晨彥 王兆立 陳智霖 葉芷娟 💡本集重點： ★通膨居高不下.金融體系動盪 IMF再度下調全球GDP!! ★新訂單疲軟.房市降溫… 美銀示警全球經濟衰退已展開!! ★鮑爾最信任的男人.Fed官員齊放鴿 美國離降息不遠了!? ★避險基金作空美股規模近12年高 台股Q2謹慎樂觀!? ★巴菲特吹響進軍日本號角! 5大商社股價倍數增長!? ★台積首季營收不如預期 小摩示警Q2恐"再衰退6%"!? ★大摩估Q2季減<9% 台積股價有望突破巴菲特魔咒!? ★沒看到燕群飛來? 台積電下半年恐非典型V型反轉!? ★台積勾型復甦慢? 日月光Q1創7季低 封測股停看聽!? ★"長毛象肉丸"來一顆 DNA技術培養肉可抗食物通膨!? ★被面板耽誤的電池模組廠 錸寶衝刺能源事業供應鏈!? ★特斯拉.比亞迪打價格戰 MIT:電動車電池成新半導體!? ★投資高配息美股 打破"升息買股.降息買債"迷思!? -- Hosting provided by SoundOn
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