Google、亞馬遜、微軟...科技巨頭財報「兩樣情」美股專家：AI進入下半場，分散風險這樣配！Feat.施雅棠｜毛利小姐變有錢 EP258
· 30 min · Episode 258
Episode Google、亞馬遜、微軟...科技巨頭財報「兩樣情」美股專家：AI進入下半場，分散風險這樣配！Feat.施雅棠｜毛利小姐變有錢 EP258
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美股半年財報落幕，市場情緒卻出現戲劇性分歧。Google母公司Alphabet（GOOG）明明獲利大幅成長，盤後股價卻遇挫，亞馬遜（AMZN）與微軟（MSFT）則受市場正面回饋。美股投資專家施雅棠指出，短線股價漲跌充滿隨機性，預測當日漲跌好比「買樂透」，應從企業資本支出與現金流變化中，看清AI產業從硬體軍備競賽走向軟體實體落地的長線趨勢。 - 主持人｜靖璞、孝瑜 與談人｜美股夢想家 施雅棠 - ★立即追蹤毛利小姐變有錢IG | https://lihi.cc/pjQFG -- Hosting provided by SoundOn
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