主持人 黃斐瑜 本集來賓 游庭皓 陳威良 紀緯明 温建勳 ★川普2.0夠力美股一路漲？對陸斷供 台積電短空長多！？ ★美三大指數漲都川普2.0功勞？回調風險不是衰退？ ★政局權力重分配？印日韓跛腳政權 貧富差距惹禍？ ★左驅逐非法移民.右鬆綁原油？川普打通膨出招了？ ★川普上任必要求聯準會大降息？美通膨炸彈倒數！？ ★台積電10月營收創高但年增遞減！AI需求遇亂流！？ ★台積今起斷供陸7奈米以下晶片？華為白手套效應？ ★台積成熟製程市占遞減？陸行之稱讓中芯吸飽奶水？ ★台積電10月營收創高但年增遞減！AI需求遇亂流！？ ★傳台積電分赴美日設CoWoS廠？先進封裝落地效應？ ★陸矽光子威脅美國安全？中美科技戰台廠吃香！？ ★AI運算現超級摩爾定律？黃仁勳揭ODM廠補漲效應？ ★北京10兆人幣化地方債！陸港股疲弱 市場不領情！？ ★經濟學人稱陸陷4D危機！3D問題再添Donald Trump！ ★傳美要求ASML交出中國客戶名單？科技戰再升溫！？ ★陸10月CPI年增僅0.3% 通縮來了？雙11也賣不動！？ ★台幣48元買山東約12坪海景房？房價如蔥時代來了？ ★"西北歲月"開播！習近平要人民做好過苦日子準備？ ★雲豹遭經長點名炒股？輝達100億度綠電節外生枝！？ ★逃離台灣？"綠電蟑螂"橫行 外商來台差點把命丟！？ ★外商泣"台灣從根裡爛透"！政府不察趕走綠能商機？ ★川普2.0將重振化石燃料不甩減碳！再生能源跳水！？ ★離岸風電國產化鬆綁！？概念股利空已反應 可抄底？ ★看財報選牛股？"第三季賺贏上半年"季報猛將出列！？ -- Hosting provided by SoundOn
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