主持人 黃斐瑜 本集來賓 游庭皓 鍾國忠 謝晨彥 林信富 ★台股改玩大怒神 倒貨時刻到?台積接棒股看記憶體!? ★甲骨文飆36％ 博通漲近10% AI七巨頭漲勢擴散!? ★輝達H20還賣得了中國? 兩岸半導體加速分化中!? ★寒武紀中國版輝達? 制裁逼出中國AI自主供應鏈!? ★扣掉台積等於沒漲! 台股漲7天後拉回 被誰倒貨!? ★台積電先進封裝需求爆發 營收高點還沒來!? ★華碩創波段高 電競+AI雙主軸 業績添柴火!? ★貿聯-KY AI前景旺 沿5日線操作 拉回就是買!? ★電子旺季供貨吃緊 記憶體迎漲價潮 波段行情!? ★南亞科 華邦電可望提前轉盈? 旺宏法人回補助攻!? ★買iPhone不如買它?比特幣年底"輕鬆"站上20萬美元!? ★黃金超狂又再飆 3900有望?數位黃金明年上路該買它!? ★尼泊爾禁社群引爆政局動亂 Z世代依賴網路怎麼管!? ★00982A年化8%配息好香! 主動式ETF績效贏大盤!? ★AI伺服器高功耗 散熱成顯學 雙鴻 奇鋐再度轉強!? -- Hosting provided by SoundOn
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