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财今 · 财今股视 · 23 Feb 2023 · 10 mins listen
从年初至今,不少半导体公司财报都凸显严峻的困境,国内半导体大厂马太平洋(MPI)最新一季的净利润按年大跌将近80%,而在去年买进台积电股票的巴菲特,在持有一季度后,随即抛售公司的股票震惊国内外市场,凸显半导体行业面临巨大的挑战,到底如今这个行业面临什么困境?本期市场追踪,我们将重点关注半导体严冬是否即将在今年来临?
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