AI奔流仍方興未艾新型態的產業革命帶動投資

from 謝金河話投資 · host 先探投資週刊

這個禮拜世界的新焦點又落在黃仁勳身上！這次黃仁勳中國行，他的思考周密，先行與川普團隊溝通，行前已有美國國會議員警告黃仁勳，因此，他這次先見川普有取得報准的味道，在川普解禁H20晶片後，輝達的股價大漲，七月十五日創下一七二．四美元天價，市值來到四．一六五兆美元。【本集重點】 1.市場消化DeepSeek的利空 2.市值膨脹企業與ＡＩ有關 3.ＰＣＢ產業強者愈強 4.ＡＩ浪潮造就新贏家 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jul 18, 2025

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AI奔流仍方興未艾新型態的產業革命帶動投資

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This episode is 7 minutes long.

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This episode was published on July 18, 2025.

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