美光毛利率從39%飆到85%，思科業績上漲、股價卻暴跌88%。基本面越好跌得越狠？這期拆解華爾街三股機械買盤如何推動AI泡沫第二波融漲，以及真正該盯的死亡信號。（会员抢先看）

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.