443.【財經時事放大鏡】關稅帝君權聯邦不授 x Google I/O 與 NVIDIA episode artwork

EPISODE · May 29, 2025 · 52 MIN

443.【財經時事放大鏡】關稅帝君權聯邦不授 x Google I/O 與 NVIDIA

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

▍關稅又變了 00:07 Sky 去 Computex 心得閒聊。 02:18 討論川普關稅政策遭到法院駁回事件,以及後續可能會帶來哪些影響。 ▍Google I/O 2025 發佈會有哪些新亮點 10:55 Google 搜尋加入 AI 模式摘要。 15:43 Google 智慧眼鏡與整體產業未來展望。 28:00 Google I/O 2025 發佈會其他亮點與投資想法。 ▍Nvidia 法說重點 39:13 Nvidia 本次法說重點與 AI 開始進入推理端的投資想法。 ______________________  ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ Podcast 回饋表單:https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱:[email protected]

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443.【財經時事放大鏡】關稅帝君權聯邦不授 x Google I/O 與 NVIDIA

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