EP15 AI投資浪潮的理性思考:輝達的挑戰與短線頭部型態 episode artwork

EPISODE · Sep 8, 2025 · 5 MIN

EP15 AI投資浪潮的理性思考:輝達的挑戰與短線頭部型態

from 楊博財金:揭密投信基金操盤絕技

近期兩份重要研究報告為我們敲響了警鐘:MIT研究顯示95%的企業從AI投資中獲得零回報,而Apollo全球管理公司發現大企業的AI採用率正在下降。同時,花旗銀行下調輝達目標價,認為博通的XPU技術正對GPU構成實質威脅。這些訊息告訴我們,AI投資已從炒作階段進入理性評估期。 -- Hosting provided by SoundOn

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EP15 AI投資浪潮的理性思考:輝達的挑戰與短線頭部型態

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