EP50:台股不能上車了?紅衫資本對 AI Capex 過高示警有道理嗎? episode artwork

EPISODE · Jul 12, 2024 · 50 MIN

EP50:台股不能上車了?紅衫資本對 AI Capex 過高示警有道理嗎?

from Hardcore 財經通識 · host Leo, Paku, JoJo

---- Hardcore 開始乞討抖內 求求你們嗚嗚: • 小額贊助我們:https://p.ecpay.com.tw/DB1BE6C • Hardcore Tron USDT 錢包地址: TLCM23KgY46ZEke344CaunXD83GRxdNagX ———————————— EP50:台股不能上車了?紅衫資本對 AI Capex 過高示警有道理嗎? • Al Capex 過高示警 • 怎麼評估 Capex 是否合理? •資本支出(Capex):資本支出可以分成兩類,一種是維護性資本支出(Maintenance Capex),另外一種是擴張性資本支出(Expansion Capex) • CSP 的capex to revenue ratio • Sequoia 的計算方法和合理性 •紅衫的600B 是怎麼算出來的? • 這個評估方式合理嗎? • 600B 真的無法達到嗎? • 幾個 Capex 增長可能趨緩的逆風因素 • 所以買 GPU 的人都不知道自己在幹嘛嗎? •Hardcore看法 • 台股會被整塊拉下來(等NVDA八月開獎) • 關鍵的問題:我們會不會在終端需求大量變現之前先原地爆炸? •Paku 笑話時間 --------------------------- Paku 方格子專欄: https://vocus.cc/user/@hypheePaku --------------------------- 加入 Hardcore 私密社群: https://forms.gle/xqAGqqbKpUGE6ySx9 -- Hosting provided by SoundOn

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EP50:台股不能上車了?紅衫資本對 AI Capex 過高示警有道理嗎?

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