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金臨天下

每天開門賺28億 台積獲利首破兆 十年佈局面板 蘋果自研microled

13 Jan 2023

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主持人 黃斐瑜 本集來賓 吳大任 王兆立 謝晨彥 游庭皓 【本集重點】 1.神山仍發威!每天開門賺28億元 台積電獲利首破兆!! 2.台積電Q4雙率超標 今年Q1營收估減12.2%到14.2%!! 3.今年資本支出320億至360億美元 台積電保守前行!? 4.半導體景氣先冷後熱! 黃崇仁:Q1落底.看好下半年!! 5.短線箱型整理? 台積電支撐看442.5.反壓看505元!? 6.半導體景氣等待落底? "車用半導體"露出一線曙光!? 7.只看核心CPI不夠? 桑默斯.克魯曼改盯"超核心"指標!? -- Hosting provided by SoundOn

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