【周三居韭屋】降息等9月，台积电撑美股！Netflix为何财报后大跌？花旗成银行黑马！
2025-07-24 11:53:39
💡关税对通胀影响有限，市场对9月降息预期仍是一半一半。川普则又对鲍尔开砲，导致市场剧烈震盪…
💡台积电财报大超预期，高阶晶片接单旺、AI题材助攻，美国减税也利多
💡美国四大银行财报稳健，体质佳、压力测试全过，还有政策松绑利好
💡Netflix 财报不差，不过股价先前涨太多，财报后修正逾 5%，短线回档反而是观察进场点的好机会
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