主持人 黃斐瑜 本集來賓 林宏文 游庭皓 謝晨彥 林信富 💡本集重點： ★聯準會不鷹不鴿不升息 台股反攻萬六底部確立!? ★利率連二凍.Fed升夠了? 歷史統計高利率維持8個月!? ★勞動力有韌性! 美職位空缺連二升 汽車罷工推一把!? ★11.12月美股最亮眼? "降息前"仍是多頭布局好時機!? ★中國經濟"秋季失速"? 3億農民工無退路返鄉成負擔!? ★政府蠟燭兩頭燒? 中國房地產降價 業主群起抵制!? ★陸豆腐渣工程隨處見? 廣東現天坑.大媽拉斷石護欄!! ★中國靠"貓熊外交"狂賺3億美元 飼育費驚人成錢坑!? ★台股滿血復活暴漲358點 11月有望上演絕地大反攻!? ★三星NAND季季漲20%! 記憶體迎春燕 指標看"庫存"!? ★進攻車用.AI邊緣運算! 日本招親成功力積電設廠!! ★北海道.東北.九州 日本半導體聚落台廠不缺席!? ★華為中階手機用回高通? 陸晶片改用"廠海戰術"!? ★被動元件需求觸底? 華新集團作帳 華新科打頭陣!? ★從危機中重新出發 華新科焦佑衡3招掌舵聯合艦隊!! ★景氣撐腰?高利率衝擊小? 金融股殖利率上看"5%"!? ★高股息ETF護體! 電子通路股嘗甜頭 擁"雙賺"行情!? -- Hosting provided by SoundOn
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