MI79. 美伊和談油價挫，半導體飆台股戰五萬 | 美股破霧 007

from AI聊 · host Alice & Isaac

本集Alice與Issac解析美股資金輪動！美伊和談進展使油價重挫，科技巨頭承壓，但美光與聯電ADR等半導體股逆勢狂飆。短線建議轉進半導體製造與受惠傳產，避開耗現金新創並緊盯PCE數據。今日台股無懼亂流，有望由晶圓代工領軍挑戰五萬點！ -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jun 22, 2026

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MI79. 美伊和談油價挫，半導體飆台股戰五萬 | 美股破霧 007

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