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主持人 黃斐瑜 本集來賓 王尚智 楊永明 吳孟道 吳金榮 【單元重點】 1.美智庫兵推護台代價慘烈 台積電成熟製程面臨風險!? 2.台灣有事? 美兵推損近千架戰機.兩航母 護台代價大!? 3.日本兵推中國攻台日 認定台被侵略是日本"生存危機事態"!? 4.高通下單格芯.聯發科轉單英特爾 台積成熟製程版圖鬆動!? 5.庫存風暴擴散! 美光示警 雲端.汽車也面臨"庫存調整"!? 6.全球企業獲利下滑 製造業完美風暴隱隱成形!? 7.金臨一分鐘! 製造業PMI指數分辨景氣擴張?緊縮? 8.半導體清算時刻已到 市場面臨"顯著"修正!? -- Hosting provided by SoundOn
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