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全知熱訊|你的 AI 財經耳機
全知熱訊
26 episodes
1 week ago
每天濃縮股市與財經報告,掌握最新行情、焦點個股與市場脈動。AI 摘要生成,快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn
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All content for 全知熱訊|你的 AI 財經耳機 is the property of 全知熱訊 and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
每天濃縮股市與財經報告,掌握最新行情、焦點個股與市場脈動。AI 摘要生成,快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn
Show more...
Investing
Business
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EP10 | AI熱潮狂飆!Oracle重金豪賭、台積電CoWoS搶手?矽基散熱瓶頸_SiC成救星?掌握AI時代關鍵佈局!
全知熱訊|你的 AI 財經耳機
23 minutes
2 months ago
EP10 | AI熱潮狂飆!Oracle重金豪賭、台積電CoWoS搶手?矽基散熱瓶頸_SiC成救星?掌握AI時代關鍵佈局!
分析師們普遍看好AI半導體供應鏈的成長前景。台積電因其技術領先及AI需求強勁,被視為核心焦點,可望受惠於2nm製程、定價優勢及先進封裝。環球晶則因記憶體市場觸底反彈、美國擴廠及高價值特殊晶圓業務成長,評級獲調升。AI伺服器相關的神達也因產能擴張和主要客戶增加資本支出而前景看好。整體而言,AI基礎設施投資的增加正驅動整個供應鏈的發展。 -- Hosting provided by SoundOn
全知熱訊|你的 AI 財經耳機
每天濃縮股市與財經報告,掌握最新行情、焦點個股與市場脈動。AI 摘要生成,快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn