【多空對話所】EP03｜《這波AI，不只比誰熱，而是誰能穩》

🎙️【多空對話所】EP03｜💨 散熱沒上場，但少了它全場當機 AI伺服器的熱，從散熱開始。這一集我們聊的不是最亮眼的主角，而是最不能壞的配角——水冷散熱。奇鋐為什麼能在四月暴跌後快速站回來？CPO 又為什麼讓許多主力折戟？我們談到：零組件雖小，但撐起整個AI系統的穩定鴻海靠成本優勢搶單的時代，為什麼會被技術門檻卡住新供應鏈邏輯像台積電——不是誰都能做，是只有台灣能做也聊聊：資金外移與地緣政治，我選擇當傻多，與台灣共榮報牌帶單亂象，提醒大家：別找神，找方法這一集，給你一個不同視角，看見支撐AI產業真正的核心力量。 — 📲 更多市場觀察與盤中筆記 👉 @btwtrades 💬 節目留言 → https://open.firstory.me/user/cmbdy47yj1cjk01y31kwdb6i8/comments Powered by Firstory Hosting

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【多空對話所】EP03｜《這波AI，不只比誰熱，而是誰能穩》

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This episode was published on June 19, 2025.

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