大摩首席警告:半导体或回调40%,标普却看到8000点!
💗Join our membership to watch first: / @moneylove8848 Timeline: 00:00 Opening 00:29 Highlights of the interview with Mike Wilson 03:11 Mike Wilson's core insights 04:47 A 30% pullback? 05:54 The trigger for this pullback 06:32 What are institutions doing? 07:23 SemiAnalysis' precise harvesting 08:29 Has the industrial logic of AI changed? 09:41 What does Wilson himself think about the end of the year? 10:27 Summary Free Receive: $1000 Nvidia Stock 👇 [US Residents] moomoo Account Opening Link: https://start.moomoo.com/0AJ22N Enjoy up to 8.1% annualized cash interest upon opening an account Deposit to receive up to $1000 worth of free Nvidia stock Also receive a 3% cash voucher on your first transfer (up to $600) Tiger Brokers' US version, TradeUP, is here! Click the link to open an account and claim your rewards: https://www.tradeup.com/gift?invite=M... Deposit $2000 USD to unlock 1 NVDA bonus share; the more you deposit, the more bonus shares you receive. Both cash deposits and ACATS account rollovers are eligible to participate. The promotion ends August 31, 2026.

'26.07.09【觀點│亮劍台灣】EP178 中全面核威懾 美日台陷困局

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tagesthemen 22:15 Uhr, 08.07.2026

