EP08 I 記憶體產業插上AI翅膀！新一波上升循環旺多久？最佳分析師這麼說 ft.凱基投顧分析師 Tom

AI題材超夯，帶動記憶體族群起死回生？！智慧型手機、電腦運算到伺服器，記憶體是AI發展不可或缺的關鍵！本集邀請凱基投顧榮獲機構投資人雜誌最佳分析師的Tom帶大家了解： -2024年記憶體即將進入上升循環？記憶體市場復甦力道有多大？ -AI帶動高頻寬記憶體HBM需求激增，和市面常見的DDR記憶體有什麼差別？ -詳解如何觀察記憶體族群各類股，獲利展望、股票評價怎麼看！ - 節目主持：許娸雯 - 成音剪輯：林奕瑋 - 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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EP08 I 記憶體產業插上AI翅膀！新一波上升循環旺多久？最佳分析師這麼說 ft.凱基投顧分析師 Tom

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This episode is 29 minutes long.

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This episode was published on December 12, 2023.

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