EPISODE · Apr 27, 2026 · 42 MIN
【iSEE夢想家】EP317：2026H2電子股展望
from 科技咖 · host iris.lan
掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx本集《iSEE夢想家》解析2026H2電子股展望，2026年AI真正進入大規模落地，算力的需求成指數級倍數增加，AI指標以Anthropic截至2026年4月估值已超過三十Billion，反映領先的AI公司業績指數高獲利攀升，去年產業數據營收統計AI類型公司包括OpenAI、Google、Cursor、GitHub…營收大約是50個Billion，今年總體營收預估突破1000多億美元，全球CSP（雲端服務供應商）資本支出4000多億美元，仍高度在圈投，這樣的趨勢相關，電力、晶片、零組件、是否也會高幅度成長呢? 究竟還有哪些公司在2027年會被看好? 精彩內容iSEE夢想家
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