台股熱度榜EP88 | 川普再度回歸台積電前景堪憂？| 聯準會降息1碼美債ETF可進場了？| 4大CSP廠擴大資本支出台廠供應鏈誰受惠？| #高閔漳

from 財富履行團 · host takeatripgo

美國總統大選結果揭曉，共和黨總統候選人川普正式回鍋白宮，開啟了「川普2.0」時代，他之前揚言台積電奪走了美國的晶片事業，因此要繳交「保護費」，使得台積電承受壓力。美國四大雲端服務供應商最新一季財報，已經在上週全數公布完畢，除了營收營長之外， EPS也紛紛擊敗市場預期。資本支出方面，也較去年同期明顯增加，凸顯出AI投資的力道有增無險。觀眾朋友們是否贊同節目內容的觀點？還有哪些股票是大家看好的？歡迎一起參與節目的製作，並且在底下留言，分析師就有機會在節目中討論！ 00:00 精彩預告 00:32 開場 02:35 川普2.0上路台灣晶片業剉咧等？ 10:51 美4大CSP廠提高資本支出 AI供應鏈誰最受惠？ 16:29 本週台股漲幅排行榜 17:57 投信&外資同步買超排行榜 18:55 熱度調查局 : 個股診斷 23:33 下週潛力股 #川普2.0 #台積電 #川普交易#聯準會降息#保護費#CSP#亞馬遜#微軟#Google#臉書#廣運#宏捷科#振發#聯電#世芯#神達#安國#金像電#力旺#智原 🎤主持：#品樺 🎤來賓：分析師 #高閔漳 📢每週五晚上七點首播 📢節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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台股熱度榜EP88 | 川普再度回歸台積電前景堪憂？| 聯準會降息1碼美債ETF可進場了？| 4大CSP廠擴大資本支出台廠供應鏈誰受惠？| #高閔漳

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