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金臨天下

分潤條款要抽成 美晶片法案搶錢 聯發科大發股息 高殖利率黃袍加身

01 Mar 2023

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主持人 黃斐瑜 本集來賓 楊勝帆 謝晨彥 杜金龍 紀緯明 💡本集重點: ★美.歐通膨超預期 美終端利率上看6%.歐元區升至4%!? ★調升利率壓通膨! 法.西CPI意外加速.英國食品漲17%!? ★"分潤條款.節制庫藏股" 美國是晶片法案最大受益者!? ★半導體多空論戰股價抗跌 聯發科觸漲停.台積收最高!? ★晶片法案細則出爐 "小蘿蔔.大棒子"讓美國再次偉大!? ★天下沒有白吃的午餐! 美晶片法訂出"75%分潤條款"!? ★一個世界.兩種供應鏈 美國晶片生產想的不只是成本!! ★聯發科豪氣大發76元股息 高殖利率題材黃袍加身!? ★"高殖利率股"成市場新寵 小心!可能賺股息賠價差!? -- Hosting provided by SoundOn

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