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輝達一句話 炸出散熱產業三個真相|#財訊不漏接 EP026 #健策 #散熱  #輝達 episode artwork

EPISODE · Jun 13, 2026 · 14 MIN

輝達一句話 炸出散熱產業三個真相|#財訊不漏接 EP026 #健策 #散熱 #輝達

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

輝達 Rubin 散熱降規傳言,引發健策等散熱族群股價大震盪。這場資金逃殺背後,究竟是散熱需求降溫,還是AI晶片極限淘汰賽的開端? 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments 《時間軸》 00:00 開場 00:31 市場動態 03:24 散熱產業的三個真相 11:57 採訪後的分享 原文刊登於財訊雙週刊 765 期 文章連結 https://www.wealth.com.tw/articles/193e7748-1f3d-4ee9-aea2-e193872d0243 主持:吳匡庭 來賓:林苑卿 錄音:吳匡庭 成音:蔡克承 錄音日期:2026.06.08 -- Hosting provided by SoundOn

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輝達一句話 炸出散熱產業三個真相|#財訊不漏接 EP026 #健策 #散熱 #輝達

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