#0226 美股消防局 ｜ 戰爭今年結束？筆電庫存健康？財報目前風向？
Feb 26, 2024•28 min
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Episode description
美股消防局 ｜ 戰爭今年結束？筆電庫存健康？財報目前風向？
本次消防重點
1. 烏俄戰爭2週年，今年戰爭可望結束？
2. 市場不斷誤判，怎麼做最壞打算？
3. PC真的有救了？2024年筆電重回成長趨勢？
4. 財報開出，總結為何？目前Q4業績優於預期，七雄仍是主軸？
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Intro/Outro :MIChelle 米咻
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