EPISODE · Mar 30, 2026 · 5 MIN
EP48-晶片帝國戰：大吸館哲學
from 城西支部 Podcast · host 城西支部 Podcast
大吸館哲學：當週一投資理財專題遇上 NVIDIA GTC 2026 後的技術落地潮，市場就像一杯滿載配料的「大吸館」——你以為只是在喝飲料（買股票），其實底下的顆粒（AI 代理、液冷儲存、CPO 技術）才是讓你產生飽足感的關鍵。本集深入解析 NVIDIA 如何從算力壟斷走向「物理 AI」帝國，並同步追蹤比特幣在期權清算後的 6.6 萬美元保衛戰。特別置入木村桑為了模擬機櫃冷卻而網購的「 大吸館專用：工業級負壓吸吮冷卻杯架」。當投資變得很燥，你找到那份能讓你隨時「覺察趨勢、穩定邏輯」的 S E L 財富配方了嗎？
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EP48-晶片帝國戰：大吸館哲學
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