EP245 | Google財報與聽眾QA，聯發科ASIC，AMD未來方向，反彈後的想法

錄製時間 : 2026/07/23 15:34 產業地圖下載 : https://cmy.tw/00CnBP 00:00 靜心 04:11 財報季與台股反彈後的資金節奏 05:26 產業地圖新族群、臻鼎與環球晶 08:06 聯發科 ASIC、Google TPU 與 Intel EMIB 10:44 Google 財報、Google Cloud 與 CAPEX 上修 17:21 AMD AI Day、MI550X 與資料中心 GPU 19:37 聽眾 QA：APP 自選、研究方法與七八月盤勢 25:49 聽眾 QA：回吐心態、資金水位與被動元件韭菜畢業班總連結 : https://portaly.cc/uncle_stock 合作聯繫 ✉️ [email protected] -- Hosting provided by SoundOn

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EP245 | Google財報與聽眾QA，聯發科ASIC，AMD未來方向，反彈後的想法

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