EPISODE · Apr 2, 2026 · 41 MIN
513.【財經時事放大鏡】光油並進
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
▍蒙奇 D 川普的石油大秘寶 00:57 討論美伊衝突近況，以及對相關產業與民生的衝擊。 07:03 若伊朗對荷莫茲海峽收費常態化可能帶來的機會與影響。 ▍NVIDIA 買 Marvell 的光策略 14:25 解析 Nvidia 買 Marvell 背後的戰略意圖，以及對整體產業競逐版圖的影響。 29:30 討論光通方案的 Scale-up 後續的機會與展望。 37:56 光通持續發展，加速 AI 往邊緣運算發展的想像。 ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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513.【財經時事放大鏡】光油並進
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