After Meeting EP. 126｜台灣靠 AI？印度靠莫迪？ - MacroMicro 財經M平方

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本週熱門主題仍然是 Nvidia 執行長黃仁勳帶來的 AI 旋風，未來台灣經濟及產業復甦主力仍要靠 AI 嗎？而講到全球半導體，不得不關注正在崛起的經濟體—印度，莫迪的三度險勝是否將延續過去 10 年的政策，我們將從五大面向來盤點。本集邀請研究員 Jat 與 Danny 節目，聊聊台灣未來經濟展望以及印度大選後經濟盤點。 📌 AI 帶動「漲」勢外，下半年台灣全產業逐步回溫？ 📌 中國成熟製程面臨量價背離，復甦仍需努力 📌 從景氣燈號與循環，預估台股投資路徑走向 📌 印度大選總結：莫迪慘勝、股市反應 📌 五大面向回顧莫迪十年任內及展望 . 【🌟超早鳥 2 天倒數】MM全球經濟展望組合包，提前部署下半年動態策略！ https://pse.is/62hyh4 . ✍🏻部落格 | AI 獨強格局有望打破？台股下半年續航必看指標！ https://pse.is/62hha5 . ✍🏻 短評 | 莫迪有望問鼎第三任總理，五大面向一覽十年執政 https://pse.is/62hhjp . 👉 加入 M平方 LINE@，獨家行情訊息不漏接！ https://lin.ee/YgNeY5h --- 🎙 錄音時間：06/06 13:00 💻研究員：Jat & Danny -- Hosting provided by SoundOn

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Frequently Asked Questions

How long is this episode of MacroMicro 財經M平方?

This episode is 46 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on June 9, 2024.

What is this episode about?

本週熱門主題仍然是 Nvidia 執行長黃仁勳帶來的 AI 旋風，未來台灣經濟及產業復甦主力仍要靠 AI 嗎？而講到全球半導體，不得不關注正在崛起的經濟體—印度，莫迪的三度險勝是否將延續過去 10 年的政策，我們將從五大面向來盤點。本集邀請研究員 Jat 與 Danny 節目，聊聊台灣未來經濟展望以及印度大選後經濟盤點。 📌 AI 帶動「漲」勢外，下半年台灣全產業逐步回溫？ 📌 中國成熟製程面臨量價背離，復甦仍需努力 📌 從景氣燈號與循環，預估台股投資路徑走向 📌...

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