431.【財經時事放大鏡】H20 自傷 55 x 90 天人道走廊

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

本集節目討論 Nvidia 的 H20 被禁止賣到中國的影響、SemiAnalysis 爆料在台灣有相關白手套協助華為獲得台積電晶片事件，以及在當前關稅戰和美元貶值的環境下如何作出投資決策？ 02:45 討論 Nvidia H20 被禁止賣到中國的影響。 05:47 SemiAnalysis 爆料在台灣有相關白手套協助華為獲得台積電晶片。 18:19 解析從美國觀點來說，為何介意美元被高估這件事情？ 24:04 討論在 90 天關稅豁免下對於海空運業者，以及全球供應鏈轉移的影響。 37:04 在當前關稅戰＆美元貶值的環境下如何作出投資決策？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]

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431.【財經時事放大鏡】H20 自傷 55 x 90 天人道走廊

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