主持人 黃斐瑜 本集來賓 蔡明芳 游庭皓 林信富 謝晨彥 ★傳蘋果開發聊天機器人股價衝 台GDP下修至1.60%!! ★摩根資產:全球經濟喜中帶憂 IMF:中期前景仍疲弱!! ★AI引爆美股狂潮.那指漲逾3成 投行.散戶卻心驚驚!? ★特斯拉Q2營收創高.毛利率剩18% 馬斯克:持續降價!! ★科技財報首戰失利? Netflix訂戶增 仍難挽救財測!? ★台積Q2雙率超財測.EPS 7.01元 先進製程占逾5成!! ★台積電估Q3美元營收均值季增約9% 低於市場預期!! ★3奈米量產稀釋 台積Q3毛利率略降至51.5-53.5%!! ★AI需求不敵庫存 台積下修今年美元營收至衰退1成!! ★區間下緣! 台積今年資本支出估320億-360億美元!! ★台積美國廠延至2025量產 日本廠如期明年底量產!! ★台積電急擴CoWoS產能.概念股受惠? 股價先表態!? ★中芯兩年再換董座 長江存儲機台沒備料變廢鐵!? ★"我的中國芯"劇上架前被消失 不能提的光刻機之痛!? ★美眾議院查創投資金 中國AI也掉入半導體封鎖網!? ★中國推31條意見挺民企 宣告"國進民退"時代結束!? ★東升西降? "歷峰"財報美收入減 陸復甦成意外亮點!? ★中國拋售免驚? 升息將盡 美債"一代僅一次"好買點!? ★AI伺服器加持! 外資調升CCL三雄目標價 後市強恆強!? -- Hosting provided by SoundOn
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