MI102. 晶片重挫傳產撐盤，台股AI面臨修正壓力 | 美股破霧 007

from AI聊 · host Alice & Isaac

本集Alice與Issac解析美股資金大輪動！AI資本支出疑慮拖累晶片與記憶體重挫，資金轉進傳產防禦板塊。加上美新關稅與中東戰火，短線建議佈局價值型標的；台股AI與記憶體恐臨修正，靜待下週超級財報週，切勿過早摸底！ -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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MI102. 晶片重挫傳產撐盤，台股AI面臨修正壓力 | 美股破霧 007

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