主持人 黃斐瑜 本集來賓 陳威良 游庭皓 陳智霖 高子旭 ★開高震盪 除權息資金來點火?台積天險何時過!? ★台股創高後漲幅收斂 AI升級潮 概念股撐盤? ★光寶科 周三法說會前先發動 接棒台達電上漲? ★南亞 玻纖布銅箔拚轉型 站年線該追? 等拉回? ★智邦 整理後突破 AI需求加溫 網通迎補漲行情? ★貿聯-KY 受惠AI傳輸速率 整理後站回月線 續抱? ★美歐協議仿效美日 6000億對上5500億 日本虧大? ★台韓關稅取決投資額? 川普靠關稅解決債務戰爭? ★川普民調大好 民主黨支持率35年低! 等利空買股? ★台積電1160天險? 日投資美積電 英特爾絕處逢生? ★台積2奈米化工受惠 台特化搶鏡?新應材年線買點? ★關稅的代價 富國銀行:服務支出疲軟預示經濟下行!? ★美元指數走強 台幣走緩貶格局?短天期美債有膽買!? ★ 韓國旅客瘋"台灣感性"! 台幣升 國旅CP值變低!? ★太貴不想住?國旅2.2億人創高 旅宿業卻吃不到!? ★中國建國際AI平台!川普轉向 要叫習買更多貨品!? ★全球5G FWA規模年增33％ 中磊 智易補漲可期? -- Hosting provided by SoundOn
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