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主持人 黃斐瑜 本集來賓 李其展 陳威良 林友銘 許豐祿 💡本集重點： ★14國亞洲替代供應鏈崛起? 中國GDP5%目標只求穩定!? ★人多事少"不要來昆山" 中國電子廠只剩日班還減工資!? ★中國"脫虛向實" 急攻晶片.汽車.機器人三大先進產業!? ★中國"三大產業"拚彎道超車 台概念股跟著受惠!? ★成熟製程不畏殺價競爭? 半導體下半年V型復甦可期!? ★二線晶圓庫存壓力大 下半年迎復甦仍可抱股除息!? ★貨櫃現金殖利率上看3成 抱股除息恐"賺股息賠價差"!? ★陸2月新能源車銷量升 比亞迪占38.3%無可撼動!! -- Hosting provided by SoundOn
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