After Meeting EP.67｜本週最火經濟體：台灣

美國晶片法案正式通過、全球半導體大廠陸續公佈財報財測，將如何影響台灣半導體走勢？本週台灣可說是全球焦點之一，除了政治事件之外，台灣 GDP 、製造業 PMI 也公佈了，處在製造業循環中上游的台灣現在的循環位階到哪裡了呢？想了解台灣經濟基本面，就來聽聽台灣研究員 JAT 的分享吧！ #精華重點搶先看 📌 美國晶片法案重點 📌 半導體大廠財測解讀 📌 台灣經濟基本面 📌 台股的落底時程 📌 一週一圖表：台灣未完成訂單減客戶庫存 📌 回答用戶問題：什麼是對焦？ -----友站頻道推廣訊息----- 關心國際新知，聆聽不同觀點歡迎訂閱【全球串連早安新聞】Podcast 由小路&浩爾策展主播週一到週五 8-9 am @ Clubhouse 👉https://pse.is/4dgg5d ----------------------------- ⏰只到 8/9！【MM 總經知識節】五大精選課程輸入折扣碼享最低 77 折前往購課👉 https://pse.is/4cgvdl **折扣碼在課程簡介中，兌換前記得輸入折扣碼喲！ 👉 下載本集訪談筆記 https://pse.is/4czlmg ✍️ MM 部落格｜半導體快報 https://pse.is/4cmf4x ✍️ 8 月投資月報 https://pse.is/4d6ttj 💹 MM 圖表｜台灣-未完成訂單減客戶存貨 https://pse.is/4ds7ln 💹 MM 圖表｜MM製造業週期指數 https://pse.is/4dktfe 🎧 錄音時間：8/5 1200 💻 研究員：Jat -- Hosting provided by SoundOn

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