主持人 黃斐瑜 本集來賓 蔡明芳 謝晨彥 王映亮 温建勳 💡本集重點： ★美國6月不升息犯大錯? 與中國脫鉤變災難!? ★美股非新一輪牛市? 大摩:暫停升息恐喚醒熊市!? ★CPI連11降至4% Fed短期通膨預期降.工資也下滑!! ★複製"1995年時刻"? AI引領科技股成最擁擠交易!? ★挑戰輝達地位? 超微新AI晶片"記憶體多出兩倍"!? ★憂陸制定AI規則 美7月擬重返聯合國教科文組織!? ★超微AI晶片 資金卡位記憶體.小晶片也有大表現!? ★富人跑路錢跟著走? 中國無預警降息 應付通縮!? ★失業.債務.房地產! 中國推"一攬子"政策先救誰!? ★經濟有多糟? 陸意外降息 恐重演日本失落十年!? ★台積電擁主角光環 三大利多加持下有望挑戰688!? ★打入台積電! 信紘科5月營收創9月高 Q2審慎樂觀!! ★暑假旺季.飛機高飛 虎航叼住日本線樂看Q3旺季!! ★豐田攻"全固態電池"續航力倍增 台廠有機會來電!? -- Hosting provided by SoundOn
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