EPISODE · Jul 1, 2026 · 13 MIN
MI86. Meta引爆過剩恐慌,費半崩跌台股警戒 | 美股破霧 007
from AI聊 · host Alice & Isaac
本集Alice與Issac解析美股重挫!Meta擬出租閒置算力引爆AI過剩恐慌,費半慘跌逾6%,晶片與記憶體淪重災區。短線建議避開高估值AI硬體股並靜待非農數據;今日台股恐受累面臨沉重補跌賣壓,切勿盲目摸底,宜靜待台積電法說風向! -- Hosting provided by SoundOn
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MI86. Meta引爆過剩恐慌,費半崩跌台股警戒 | 美股破霧 007
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