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主持人 黃斐瑜 本集來賓 吳明澤 林友銘 陳威良 張家豪 【本集重點】 1.輝達大漲14%.台積Q1庫存減壓 半導體下半年好轉!? 2.美國晶片法案啟動 半導體在地化2030年蓋2座園區!! 3.科技大老說話! 輝達財報風向球 電子去庫存近尾聲!? 4.輝達搶搭ChatGPT風潮 "伺服器"搶攻228後第一主角!? 5.分辨真假軋空! 禁空令退場 軋空行情別只看券資比!? 6.國際運價大漲助"散裝航運"上攻 航運將揚帆再起!? 7.葉倫:"適時"恢復美中對話! 警告中俄同盟"後果嚴重"!? -- Hosting provided by SoundOn
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