EPISODE · Nov 6, 2025 · 33 MIN
483.【財經時事放大鏡】AI在「電」「光」火石間開創時代！終將改變或留下什麼?
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
▍AI 發展的資源稀缺展望 02:43 未來 AI 持續發展下哪些資源是稀缺的：晶片、電力。 16:41 長期來看有哪些電力可能的發展技術。 ▍AI 供應鏈近況追蹤 22:14 光通訊廠商法說重點：LITE、COHR、中際旭創。 ▍本輪記憶體狂潮還能夠走多久？ 26:51 華邦電近期法說重點。 ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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483.【財經時事放大鏡】AI在「電」「光」火石間開創時代！終將改變或留下什麼?
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