EPISODE · Feb 6, 2025 · 53 MIN
407.【財經時事放大鏡】DeepSeek 與無差別關稅 SHOCK
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
▍DeepSeek 的影響 17:34 討論 DeepSeek 橫空出世後，對於算力需求的影響，以及對市場敘事有何改變。 20:38 Edge AI 有哪些新想像？ 27:42 對產業鏈的影響。 33:58 對 Nvidia 以及整個 AI 展望的影響。 ▍川普的關稅鐵拳 36:15 討論川普對於墨、加、中國祭出關稅政策的影響。 39:33 從過往脈絡來看待本次的關稅政策。 46:42 本次關稅政策對哪些產業、公司會造成影響。 Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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407.【財經時事放大鏡】DeepSeek 與無差別關稅 SHOCK
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