After Meeting EP.71｜中美下一戰：半導體 - MacroMicro 財經M平方

What this episode covers

🎁 中秋限定 🎁 9/13 前報名 Q4 線上展望會，我們將抽出一位幸運兒享全額 M幣返還！還有小編在這裡預告 9/15 晚上 8 點「央行專區開箱直播」將與你線上團聚喲！ ------------- 美中除了關稅壁壘議題，近期「科技戰」又浮上水面，美國擴大管制先進半導體技術。然而，科技戰不是現在才有，這次晶片法案以及對中國的半導體禁令，與過去幾段歷史相似，包括羅斯福總統的曼哈頓計畫、雷根的星戰計畫、以及小布希總統的反恐行動。可以發現當美國在面對較大的外部不確定性時，政府會開始加大在科技發展上的主導力，這些時期其實都加速了美國後續的科技發展。來聽聽研究員 Jat 聊聊近期半導體話題和中國經濟基本面走勢吧~ 【12：30 勘誤】AI 晶片禁令，節目中提及影響 Nvidia 4 億的全年度營收，應是影響 Nvidia 第三季營收金額。 #精華重點搶先看 📌 美國半導體出口管制對中國的影響 📌 科技股還有延續動能嗎？ 📌 中國經濟復甦不樂觀？ 📌 一週一圖表：台灣電子外銷訂單【中秋限定】報名 Q4 全球經濟線上展望，抽全額 M幣返還！ 👉 限時優惠：https://pse.is/4ev4d2 【邀你免費參加開箱直播】央行專區 9/15 晚上 8 點全新登場！ ✅按參加：https://pse.is/4fr9m2 ✍️ MM 部落格｜晶片出口禁令 https://pse.is/4fmf64 ✍️ MM 部落格｜半導體產業 https://pse.is/4el8tt 💹 MM 圖表｜台灣電子外銷訂單 https://pse.is/4feekv 🎧 錄音時間：9/8 1330 💻 研究員：Jat -- Hosting provided by SoundOn

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Frequently Asked Questions

How long is this episode of MacroMicro 財經M平方?

This episode is 35 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on September 11, 2022.

What is this episode about?

🎁 中秋限定 🎁 9/13 前報名 Q4 線上展望會，我們將抽出一位幸運兒享全額 M幣返還！還有小編在這裡預告 9/15 晚上 8 點「央行專區開箱直播」將與你線上團聚喲！ ------------- 美中除了關稅壁壘議題，近期「科技戰」又浮上水面，美國擴大管制先進半導體技術。然而，科技戰不是現在才有，這次晶片法案以及對中國的半導體禁令，與過去幾段歷史相似，包括羅斯福總統的曼哈頓計畫、雷根的星戰計畫、以及小布希總統的反恐行動。 ...

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