對等關稅正式上路 台廠AI股繼續飛? episode artwork

EPISODE · Aug 9, 2025 · 47 MIN

對等關稅正式上路 台廠AI股繼續飛?

from TVBS財經 · host TVBS

主持人 陳威良 本集來賓 馮志源 超馬芭樂 ★台股守住2萬4大關 台積創高後休兵 中小黑馬接棒? ★機殼股王獲利創高 赴美蓋廠 勤誠H2穩健續升!? ★金像電財報匯損利空出盡 AI紅利大爆發 可追!? ★受惠AI晶片測試需求續強 京元電營收逐季揚!? ★南亞科聯手鈺創 鎖定AI邊緣商機 後續有戲!? ★亞馬遜擁無人機新政利多 攜手OpenAI對抗微軟!? ★英特爾CEO陳立武被川普逼辭職 遭疑有關中資!? ★赴美設廠豁免半導體關稅 路透直指針對中國!? ★中國車廠加速"去美化" 推進自研晶片 取代輝達!? ★金管會新規 高息ETF還能存? 投資人三大誤解!? ★無糖飲料免稅通過 降價有望? 全球糖稅聲浪高!? ★利空出盡 沒有極限? 台積電股價衝破天空!? ★上車機會在哪邊? 台達電黑馬變飛馬還能追!? ★ABF網通需求回升 南電帶頭載板廠商大翻身!? -- Hosting provided by SoundOn

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對等關稅正式上路 台廠AI股繼續飛?

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