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熱錢急縮?大摩看空雲端產業支出週期恐今年見頂?被動元件缺貨狂潮再起?不恐懼DS的傑文斯悖論?《我是金錢爆》普通錠 2025.0206 #曾煥文 #財經V怪客 #黃啟乙(DS|日圓|被動元件|國巨) episode artwork

EPISODE · Feb 6, 2025 · 41 MIN

熱錢急縮?大摩看空雲端產業支出週期恐今年見頂?被動元件缺貨狂潮再起?不恐懼DS的傑文斯悖論?《我是金錢爆》普通錠 2025.0206 #曾煥文 #財經V怪客 #黃啟乙(DS|日圓|被動元件|國巨)

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熱錢急縮?大摩看空雲端產業支出週期恐今年見頂?被動元件缺貨狂潮再起?不恐懼DS的傑文斯悖論?《我是金錢爆》普通錠 2025.0206 #曾煥文 #財經V怪客 #黃啟乙(DS|日圓|被動元件|國巨)

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