EPISODE · Aug 8, 2025 · 7 MIN
AI財報外溢效應 五大CSP廠獲利超預期【談股論金 EP80】
from 談股論金 · host 先探投資週刊
年初全市場都還在擔心ＡＩ是否會成為曇花一現、或是看得到卻吃不到的產業，但經過上半年的產業變化，從企業端到消費者使用ＡＩ作為工作上或生活上輔佐工具越來越普遍，強化ＣＳＰ業者持續加碼ＡＩ的硬體投資。 【單集重點】 1. ＡＩ提高微軟毛利率 2. 谷歌廣告收入攀升 3. 甲骨文砸錢投資ＡＩ -- Hosting provided by SoundOn
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AI財報外溢效應 五大CSP廠獲利超預期【談股論金 EP80】
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