【周三居韭屋】银行危机再现，信心靠台积电！非AI半导体终于回暖，时隔半年”极度恐惧”再现！
2025-10-22 15:11:32
💡中美冲突升温、美国区域银行爆雷引发极度恐慌，但鲍尔释出鸽派讯号、大型银行财报亮眼，市场信心回升。政策与AI题材支撑下，美股震盪中仍值得得布局吗？
💡台积电第三季营收、毛利率亮眼，先进製程满载，AI与iPhone需求强劲推动成长，非AI市场回暖、库存下降、半导体景气回升，股价却在财报当天下跌，是否利多出尽？
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