最強第二季 台積避匯損  川普廢鮑爾 美債再破5% episode artwork

EPISODE · Jul 18, 2025 · 47 MIN

最強第二季 台積避匯損 川普廢鮑爾 美債再破5%

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主持人 黃斐瑜 本集來賓 林宏文 謝晨彥 游庭皓 王兆立 ★史上最強第二季 台積電將成超大晶圓廠生產聚落!? ★匯損陰霾消失? 台積Q2EPS 15.36元 毛利率58.6% ★台積電每天開門就賺逾44億! 股價先創高? 再漲!? ★機器人HPC需求強! 魏哲家上修全年美元營收至30% ★台股今年漲幅翻紅! 關稅公告前 外資空單續避險!? ★矽晶圓價格喊漲 複製記憶體先前漲勢? 拉回再接!? ★被動元件結盟+併購 低位階國巨 華新科補漲行情!? ★川普Fire鮑爾? 股匯債震盪 30年美債殖利率衝5%!! ★通膨降溫沒用? 移民政策才是Fed無法降息理由!? ★台積電2奈米戰隊升級潮! 新應材送樣千次繼續拚!? ★2奈米大戰 三星被台積電海放! 五力全開坐穩龍頭!? ★Grok推伴侶模式 每月30美元! AI少女讓日男瘋狂!? ★川普建議可口可樂改蔗糖 玉米商挫6%! 百事慘輸!? ★從烤漢堡到穿無塵衣!台積美國學徒計畫 職涯翻身!? -- Hosting provided by SoundOn

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最強第二季 台積避匯損 川普廢鮑爾 美債再破5%

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