MI94. CPI降溫晶片回神,台股AI迎反彈 | 美股破霧 007 episode artwork

EPISODE · Jul 14, 2026 · 21 MIN

MI94. CPI降溫晶片回神,台股AI迎反彈 | 美股破霧 007

from AI聊 · host Alice & Isaac

本集Alice與Issac解析CPI降溫帶動美股收紅!晶片股強勢回神,IBM爆雷重挫軟體板塊。短線建議順應「硬體強、軟體弱」輪動;今日逢期指結算,台股有望由AI半導體領軍反彈,但台積電法說前夕切勿追高! -- Hosting provided by SoundOn

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MI94. CPI降溫晶片回神,台股AI迎反彈 | 美股破霧 007

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