343.【財經時事放大鏡】COMPUTEX 追星現場：NVDA 、AMD 、INTL、QCON、MTK

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

本集討論 COMPUTEX 2024 展場上有哪些看點、心得以及相關投資機會。【本次 COMPUTEX 2024 看點】 04:16 機器人相關投資機會、與工業 4.0 的差異。 09:47 AMD 在本次 keynote 發表與科技巨頭們一起聯盟合作的 UALink & Ultra Ethemet 。 19:46 AI PC 相關討論。 32:34 COMPUTEX 中的散熱技術亮點，以及背後的機會。 48:45 其他參與 COMPUTEX 的心得。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14331 業務合作聯絡信箱：[email protected] 財報狗社群財報狗智囊團財報狗 Discord

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343.【財經時事放大鏡】COMPUTEX 追星現場：NVDA 、AMD 、INTL、QCON、MTK

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