After Meeting EP. 195|台股重新點火,從台積電看半導體行情 episode artwork

EPISODE · Apr 18, 2026 · 34 MIN

After Meeting EP. 195|台股重新點火,從台積電看半導體行情

from MacroMicro 財經M平方 · host MacroMicro

【👉友站推廣】穎端生技 x 財經M平方專屬優惠 本集合作好夥伴【穎端生技】推出的「勝維力功能型維生素」,採用「低磷、低鉀、低鈉」黃金標準,日常補充更安心。配方添加「肉鹼」幫助促進新陳代謝,搭配適量鐵劑,有助於正常紅血球的形成,讓你在忙碌高壓下也能維持好氣色、好精神! 🎉MM聽眾限定最高 CP 值優惠:原價 1 盒 $1200,5 盒專屬超值組只要 $4688!(現省 $1312,單盒不到千元!) 👉 立即點擊MM專屬優惠連結,健康精準到位:https://pse.is/8y5vu9 🔍 或上網搜尋:「穎端生技 勝維力功能型維生素」#穎端生技 #勝維力 #功能型維生素 --- 兩週停火期後、美伊開啟談判,在戰爭消息鈍化後,全球市場迎來強勢上攻,S&P 500、那斯達克、費半指數紛紛創下了歷史新高,顯示市場定價從戰爭消息轉向基本面,而本週正是全球晶片龍頭、護國神山台積電的法說會。 本集邀請到了台灣/半導體研究員 Jat 來聊聊,台積電法說重點、我們觀察到的現象、以及最後將首度揭露 M平方最近的產業研究成果! 📌 台積電 Q1 表現再超預期! 📌 台積電對 AI 的看法改變了嗎? 📌 全球半導體庫存是什麼情況? 📌 M平方獨家消息大公開! 【✨最後機會】2026 展望組合包銷售倒數!即刻掌握 AI 大投資時代 https://pse.is/8pcxd2 【✨加入訂閱】搶先接收完整 AI 供應鏈報告! https://pse.is/8y8rn9 ✍️MM獨家報告|台積電 Q1 法說:罕見追加產能!AI Megatrend 成形! https://pse.is/8y3nbw --- 🎙 錄音時間:04/17 10:15 🎙 主持人:Vivianna 💻 研究員:Jat -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Apr 18, 2026

Embed this episode

Ready to play

After Meeting EP. 195|台股重新點火,從台積電看半導體行情

0:00 34:25

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of MacroMicro 財經M平方?

This episode is 34 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on April 18, 2026.

Can I download this MacroMicro 財經M平方 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!