主持人 黃斐瑜 本集來賓 龔邦華 游庭皓 馮志源 林鈺凱 本集重點： ★三大利空襲台股 台積電尾盤回千元神山仍舊穩!? ★台積電第2季毛利率53.2%.EPS 9.56元! 市場買單!? ★魏哲家稱不因川普保護費說而改變! 台積走自己路!? ★魏哲家稱CoWoS供不應求.盼供需平衡! 2025持續Tight? ★川普收台保護費.拜登祭晶片升級! 台美股血流成河? ★美對沖基金拋售科技股轉進傳產! 中美晶片戰避風頭? ★ASML Q2接單優於預期! 拜川激烈言論毀了市場榮景? ★神山不屈?台積電最後一盤爆8199張買單 千元反攻號角!? ★台指期壓低結算?台積法說成拐點? 台股回檔多頭仍在? ★台積電法說日殺聲隆隆! 股價一度破千回檔就是買點!? ★台股高點震盪! "回測月線+低檔轉強股"反攻急先鋒!? ★嚴防盟國暗助中國!點名日.荷小心點! 美晶片戰升級!? ★中國搶舊式.二手晶片製造機具! 陸成熟製程美殺無赦!? ★美擬8月公佈限制中國聯網車軟體! 陸科技美軟硬通殺? ★馬斯克力挺川普.布局自動計程車! 特斯拉機會與命運? ★拜登再度確診健康啟疑竇? 民主黨近2/3盼退選 大勢已去? ★美國"13把鑰匙"堅信拜登會贏! 老拜登打死不退選到底!? ★銀樓金價每錢10030一夕破萬! 降息後續漲金價還會高!? ★科學家發明從空氣中抓取水分子! "空氣經濟學"拯救世界? ★台股震盪市值型ETF見好就收! 下半年"貼息"高息ETF可留意? -- Hosting provided by SoundOn
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