445.【財經時事放大鏡】AI 要吃電:綠電涼涼 x AI HVDC 新趨勢 episode artwork

EPISODE · Jun 5, 2025 · 38 MIN

445.【財經時事放大鏡】AI 要吃電:綠電涼涼 x AI HVDC 新趨勢

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

▍綠電涼涼 00:07 台灣再生能源&風電產業近況更新。 10:20 世界各國對於 ESG 政策與再生能源立場的轉變。 17:39 AI 出來後如何改變全球對於能源政策的立場。 ▍AI 高壓直流電 (HVDC) 新趨勢 23:17 AI 高壓直流電 (HVDC) 新趨勢,以及對第三代半導體產業的影響。 30:01 AI Server 電壓規格提升後對於散熱產業的影響。 ______________________  ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ Podcast 回饋表單:https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱:[email protected]

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445.【財經時事放大鏡】AI 要吃電:綠電涼涼 x AI HVDC 新趨勢

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