MI105. 記憶體殺盤油價飆，台積高溢價撐台股 | 美股破霧 007

from AI聊 · host Alice & Isaac

本集Alice與Issac解析美股回檔！中東危機推升油價，記憶體指引不佳拖累晶片股。建議短線轉向防禦配置；今日台股早盤承壓，但台積電ADR維持高溢價，可留意散熱與光通訊等強勢族群。 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Aug 6, 2026

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MI105. 記憶體殺盤油價飆，台積高溢價撐台股 | 美股破霧 007

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