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台積電4/18第一季法說後，成績雖不錯，但當晚台積電ADR即下挫，隔天台股更大跌774點。是基本面有變、漲多回跌、還是AI的魔力開始散去？
回到這場法說會，有哪些弦外之音是關注產業前景所需要注意的？
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