EPISODE · Apr 24, 2023 · 16 MIN
台積電晶片優勢不再？陳鳳馨揭法說會後看到兩隱憂【陳鳳馨點評】20230422
from 風向龍鳳配 · host YahooTV
台積電法說會，YahooTV主持人陳鳳馨看到了兩個隱憂，首先是去庫存的壓力到第三季是否可以緩解？第二個是企業支出的部分，會不會因為年底的衰退，對於台積電的晶片需求降低進而砍單，這也是要觀察的面向，不過經濟發展究竟會是復甦還是衰退，現在的證據看起來似乎比較偏向衰退論。 -- Hosting provided by SoundOn
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台積電晶片優勢不再？陳鳳馨揭法說會後看到兩隱憂【陳鳳馨點評】20230422
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