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廣達股價攀上新高度！AI狂潮面臨泡沫風險？恒大債可敵國，中國應放棄戰狼外交！｜老謝開講 @謝金河 EP129 episode artwork

EPISODE · Jul 28, 2023 · 12 MIN

廣達股價攀上新高度！AI狂潮面臨泡沫風險？恒大債可敵國，中國應放棄戰狼外交！｜老謝開講 @謝金河 EP129

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#老謝開講​​ #謝金河 #財訊 這次AI伺服器排除中國供應鏈，讓股價漲到令人不敢想像的地步。從黃仁勳的Nvidia，蘇姿丰的AMD，加上台積電，及AI伺服器大產業鏈，台灣從一個人武林的護國神山，現在AI供應鏈可能加速催生台灣的護國群山！ 《各節重點》 00:00 精彩片段 00:12 谷月涵：台灣AI狂潮面臨泡沫風險 02:58 蘇姿丰：AI將無所不在！ 06:09 台積電利空出盡？外資上調目標價！ 08:53 中國面臨房企負債、失業率攀高等問題 ★ 商業合作請洽 [email protected]，或撥專線 (02)25512561轉249。 ★ 更多老謝獨家觀點，可訂閱《老謝財經茶水間》👉 https://lihi1.com/i1Zxe 製作｜財訊雙週刊 企劃｜財訊雙週刊 攝影｜吳尚哲 剪輯｜吳尚哲 後製｜吳尚哲 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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廣達股價攀上新高度！AI狂潮面臨泡沫風險？恒大債可敵國，中國應放棄戰狼外交！｜老謝開講 @謝金河 EP129

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This episode is 12 minutes long.

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This episode was published on July 28, 2023.

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