EPISODE · Jul 29, 2025 · 29 MIN
EP91 I AI ASIC 搶占先機！？CSP 巨頭如何押寶晶片算力？
from 凱基證券樂活投資人 · host 凱基證券
🚨台灣半導體警報尚未解除？帶你揭密潛在關稅談判可能性與影響！ 📊半導體多空交戰，景氣循環翻轉在即？股民進場時機如何拿捏？ 🏆AI 晶片的雙引擎賽跑！GPU vs. ASIC 誰將成為最後的贏家？ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 - 節目主持：許娸雯 - 成音剪輯：林佳欣 - 製作團隊：凱基證券Ｘ聲動創意 - 音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn
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EP91 I AI ASIC 搶占先機！？CSP 巨頭如何押寶晶片算力？
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