EPISODE · May 27, 2026 · 20 MIN
MI61. 道瓊創高資金輪動，輝達重押台積電 | 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！道瓊與標普再創史高，科技股遇獲利了結，資金轉進消費等防禦板塊。輝達傳將砸1500億美元重押台灣，激勵台積電ADR大漲。短線建議平衡佈局防禦型藍籌股，並高度留意PCE通膨數據與中東油價震盪風險；台股請持續鎖定台積電與AI晶片製造鏈！ -- Hosting provided by SoundOn
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MI61. 道瓊創高資金輪動，輝達重押台積電 | 美股破霧 007
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