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#完整版  AI行情高檔震盪.資金開始輪動 下半年主流誰接棒? 記憶體漲勢見頂 股價面臨回檔壓力?台積電法說要來了 AI熱潮期中考能過關?  2026.07.11 episode artwork

EPISODE · Jul 13, 2026 · 24 MIN

#完整版 AI行情高檔震盪.資金開始輪動 下半年主流誰接棒? 記憶體漲勢見頂 股價面臨回檔壓力?台積電法說要來了 AI熱潮期中考能過關? 2026.07.11

from 台灣大時代 Taiwan Times · host 非凡電視台

AI行情高檔震盪 下半年主流誰接棒? 美伊戰事添通膨風險 升息恐衝擊股市? AI使用成本攀升 消費者觀望期拉長? AI需求強撐記憶體 股價修正後再創高? 韓廠載板砍價風暴 台廠不受衝擊? PCB新技術研發中 Kyber機櫃期程不變? 康寧玻璃橋技術 CPO供應鏈恐洗牌? CPO股價修正估值 產業有夢後市再攻高? 台積電法說登場 AI熱潮期中考能過關? AI題材快速輪動 低軌衛星能否接棒? 🎷 主持人 非凡新聞主播 張振驊 🎷 來 賓 統一投顧總經理 廖婉婷 -- Hosting provided by SoundOn

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#完整版 AI行情高檔震盪.資金開始輪動 下半年主流誰接棒? 記憶體漲勢見頂 股價面臨回檔壓力?台積電法說要來了 AI熱潮期中考能過關? 2026.07.11

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