《#高調經濟學EP.27》實體AI商機大爆發！今年COMPUTEX首度設立AI機器人專區，從伺服馬達到AI視覺大腦一次秀出來，台灣自動化大軍全面開戰，上銀、大銀微、所羅門誰能搶占先機？| #高閔漳

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今年COMPUTEX上，AI機器人專區即將引爆！從伺服馬達、AI視覺，再到高階大腦，台灣自動化大軍已經成功卡位實體AI商機。究竟誰能搭上本波AI 行情，迎來獲利大爆發呢？ 00:21 開場 02:17 從生成式AI到實體AI 機器人將成為下波主戰場？ 03:49 大腦結合肌肉實體AI引爆自動化新商機 04:47 上銀（2049）》靠漲價與AI迎來獲利爆發期 06:56 大銀微系統（4576）》機器人與先進封裝的雙料黑馬 09:22 所羅門（2359）》高毛利軟體放量迎來獲利大爆發 12:05 重點整理 #COMPUTEX #台北國際電腦展#AI機器人專區#實體AI#人形機器人#機器人供應鏈#黃仁勳#輝達#陳立武#英特爾#蘇姿丰#ChatGPT#自動化族群#人形機器人百強#台積電#鴻海#和大#上銀#2049#線性滑軌#滾珠螺桿#大銀微系統#大銀微#4576#線性馬達#先進封裝#CPO#矽光子#所羅門#2359#3D視覺#Isaac#數位孿生#具身智能#台股#上市櫃公司#投資#熱門#理財#產業分析華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，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，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by SoundOn

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《#高調經濟學EP.27》實體AI商機大爆發！今年COMPUTEX首度設立AI機器人專區，從伺服馬達到AI視覺大腦一次秀出來，台灣自動化大軍全面開戰，上銀、大銀微、所羅門誰能搶占先機？| #高閔漳

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