After Meeting EP. 202｜史上最大 IPO 狂潮與史上最大 Computex

What this episode covers

【👉🏻友站推廣】與總統、金馬獎同等級！物外YSTUDIO禮品訂製服務，讓客戶桌上只珍藏您的企業品味。搶先部署 VIP 中秋企業訂製禮品 https://lihi1.me/gbeF6 --- 本集邀請研究經理 Jason 討論 SpaceX、Anthropic、OpenAI 等 AI 巨頭陸續啟動上市，將形成史上罕見的 IPO 吸金潮，將如何影響股市資金分配與估值結構！這波浪潮究竟與 2000 年網路泡沫有何差異？ IPO 的投資邏輯又是什麼？此外，Jason 也到訪史上最大 Computex，分享第一線觀察心得，拆解市場熱門議題：Vera Rubin、ARM PC 處理器、AI factory、液冷與 800V 供電等趨勢。 📌 SpaceX、Anthropic、OpenAI 的潛在 IPO 與籌資浪潮 📌 IPO 投資策略與風險 📌 AI 競賽從模型能力走向資本、算力、資料與人才 📌 Computex 揭示 AI 伺服器從 GPU、CPU 到電力與散熱全面升級 🚀與好評不斷的 beta 版 MM AI 研究員對話！立即加入 Max 年繳鎖定限時優惠價，7月自動升級 https://pse.is/94nhnp 🚀 有獎徵文聯名活動 |你的投資策略，藏著你的世界觀？ feat. 方格子 https://pse.is/969d7d ✍️MM獨家報告｜三大超級 IPO 募資潮來襲：AI 資本戰正式開打！ https://pse.is/969ayp ✨企業方案｜Globalview 從總經到企業，所有洞察一站呈現 https://pse.is/969fnl --- 🎧 錄音時間：6/4 13:30 🎙 主持人：Roger 💻研究經理：Jason 備註：根據 SpaceX S-1 內容，內部員工股票採階梯式滾動解禁（最早於 Q2 財報後第 2 交易日解禁 20%，後續依天數與股價分批釋出，滿 180 天全面解禁），唯馬斯克鎖定 366 天。 -- Hosting provided by SoundOn

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How long is this episode of MacroMicro 財經M平方?

This episode is 1 hour and 1 minute long.

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This episode was published on June 6, 2026.

What is this episode about?

【👉🏻友站推廣】與總統、金馬獎同等級！物外YSTUDIO禮品訂製服務，讓客戶桌上只珍藏您的企業品味。搶先部署 VIP 中秋企業訂製禮品 https://lihi1.me/gbeF6 --- 本集邀請研究經理 Jason 討論 SpaceX、Anthropic、OpenAI 等 AI 巨頭陸續啟動上市，將形成史上罕見的 IPO 吸金潮，將如何影響股市資金分配與估值結構！這波浪潮究竟與 2000 年網路泡沫有何差異？ IPO 的投資邏輯又是什麼？此外，Jason...

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