黃仁勳公布輝達AI基建大升級【談股論金 EP84】

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Nvidia財報優於預期，卻因資料中心成長趨緩、AI泡沫疑慮與高本益比壓力，股價應聲下跌。短線震盪之際，黃仁勳拋出未來三年藍圖，從Blackwell到Rubin、Feynman，企圖將Nvidia推向AI基建霸主。這究竟是邁向無人能敵的新紀元，還是暗藏風險的高點？答案，可能決定全球股市的下一場巨震。【單集重點】 1. Blackwell出貨提高毛利率 2. 新架構藍圖顯現企圖心 3. 多個資料中心光學互聯 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Sep 4, 2025

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黃仁勳公布輝達AI基建大升級【談股論金 EP84】

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