主持人 黃斐瑜 本集來賓 林宏達 盧燕俐 林友銘 謝晨彥 💡本集重點： ★拜登:金融危機未結束!倒閉內爆潮襲 美只剩6大銀行!? ★鷹王放話升息非解決銀行壓力 花旗減持美股防禦戰!? ★"財爆"後曙光降臨? 美光:庫存問題已觸頂 供需可改善!? ★中芯公布財報背後 蔡明介突示警台灣成熟製程有危機!? ★領先半年? 半導體庫存近尾聲 股價先漲聲響起!? ★生成式AI背後的晶片戰爭! 4大IC設計爭霸戰開打!? ★10份文件有1份是AI的! GPT的進擊隱藏GPU商機!? ★台股基金今年績效冠全球 定期定額卻驟減25%!? ★債市甜蜜點浮現! 升息近尾聲 美債ETF買點到!? ★特斯拉大砍碳化矽! 半導體清庫存.IGBT卻搶貨!? ★薑是老的辣! 新ETF"破發" 老牌市值型績效大勝!? ★"學測幫到再就業" 104搬出"AI"對抗少子化浪潮!! -- Hosting provided by SoundOn
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