關稅盲盒沙盤推演彈升集中AI鏈低股價淨值比傳產股補漲【談股論金 EP78】

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開盲盒的樂趣主要來自於拆盒時未知的驚喜，以及之後交換與收集的滿足，然而對等關稅的盲盒基本上應該只有驚嚇，至八月一日的二度展延期限已剩不到一週，政治面的貿易談判依舊如火如荼。【單集重點】 1. 日本對等關稅降至十五％ 2. 台積電不畏台幣升值衝擊 3. 被動元件績優股醞釀攻勢 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jul 25, 2025

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關稅盲盒沙盤推演彈升集中AI鏈低股價淨值比傳產股補漲【談股論金 EP78】

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