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財經要雯 EP126 I 輝達GTC大會亮點？AI硬體供應鏈規格升級，中下游誰受惠？ episode artwork

EPISODE · Apr 7, 2026 · 32 MIN

財經要雯 EP126 I 輝達GTC大會亮點？AI硬體供應鏈規格升級，中下游誰受惠？

from 凱基證券樂活投資人 · host 凱基證券

🦞全民養「蝦」潮：小龍蝦如何形塑未來硬體產業？ 🛫AI伺服器機櫃出貨量大增：銅線與電源相關零件成為下一輪主角？ ☄️美超微走私風暴！怎麼看伺服器成本未來趨勢？ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 - 節目主持：許娸雯 - 成音剪輯：林佳欣 - 製作團隊：凱基證券Ｘ聲動創意 - 音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP126 I 輝達GTC大會亮點？AI硬體供應鏈規格升級，中下游誰受惠？

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