
The episode discusses current market challenges, including CPI expectations and the shift away from AI, while analyzing the potential of TSMC and real estate investments.
今天體感比周一還難過?先殺CPI預期,盤面失去AI主流,台積電營收能救?營建接棒要觀察的股、房資金流向? ------- 節目內容純屬主持人與來賓個人經驗分享,非個股推薦。投資人須自行謹慎判斷,評估擔負風險 -- Hosting provided by SoundOn
Host: 李兆華
Guest: 陳唯泰
Organizations: 台積電, SoundOn
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