EP232 | 今年下半年的科技業要怎麼投資呢？ Feat. 財經M平方 Jason

from 科技工作講 Tech Job N Talk · host Tech Job N Talk 科技工作講

今年上半年已經要過了，瘋狂的AI浪潮，推動包括GPU，CPU，記憶體，存儲裝置，被動元件等等的公司股價歷史性大漲。台灣股市也進入前所未有的高點。但投資是這樣，留在市場裡面，永遠都有機會。那我們要掌握什麼要點呢？本週請到財經M平方的王牌分析師Jason，來跟我們一起聊聊下半年一定要注意的科技投資重點喔！1. IPO 狂潮，今年還有兩檔（OpenAi 可能會延後）2. LLMs的資本爭奪戰，Google 吸800億, SPCX吸金到 1.8兆3. 主權Ai開始影響？Fable 5 被美國卡脖子，未來會越來越常見4. 下半年的重要選舉以及國際關係，會怎麼帶動能源價格？5. 台灣股市與科技業是否還能持續上半年的瘋狂？6. 我沒上到車啊！下半年還有機會嗎？7. 這麼狂的浪潮，是否有給我們個人的省思當然財經M平方也提供給我們聽眾優惠～科技工作講聽眾專屬｜[免費體驗] 7 天最高等級 Max 方案！總經 x 產業 x 企業洞察一站式決策https://pse.is/97lu5c

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EP232 | 今年下半年的科技業要怎麼投資呢？ Feat. 財經M平方 Jason

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