EPISODE · Apr 12, 2026 · 18 MIN
費半指數連續刷新高 半導體進入無淡季時代
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主持人 黃斐瑜 本集來賓 理柏亞太區研究總監 馮志源 ★費半連續刷新高!半導體多頭行情重新開動!? ★7巨頭終結?外媒點名台積電 博通 Nebius接棒!! ★AI算力戰升溫 輝達 Meta為何力挺雲端Nebius!? ★停戰利多費半加持 半導體ETF基金越抱越香!? ★AI帶動半導體進入無淡季時代!?硬體ETF仍主流!? -- Hosting provided by SoundOn
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費半指數連續刷新高 半導體進入無淡季時代
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