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金臨天下

半導體2023衰退20% 誰是力撐版圖主角 原物料行情看起 鋼鐵人一飛衝天?

26 Dec 2022

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主持人 黃斐瑜 本集來賓 湯紹成 鄭廳宜 張勤煜 林友銘 紀緯明. 【本集重點】 1.重量級大咖預測2023! 電動車.HPC引領半導體迎春!? 2.特斯拉進軍泰國.砸錢擴廠 仿"蘋果"攜手鴻海突圍!? 3.EV IC是2025年大主角! "電動車概念"將飆風再起!? 4.無"基"之彈看資金行情? 台積股價恐回測前低370!? 5.中國鬆綁脫序解封! 亮出雙面刃斬向原物料.通膨!? 6.中鋼看好明年U轉 10年策略拚當鋼鐵業的台積電!! 7.淨零有加法! 翁朝棟"鐵頭精神"領中鋼大牛轉型!! 8.鋼市喜迎春燕! 受惠車市.基建鋼鐵人全面飛上天!? 9.百萬富翁看空明年美股 台股恐跟跌"沒行情"!? 10.美升息終點利率上看5% 台股明年Q2回測12629!? -- Hosting provided by SoundOn

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