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全球矚目川習會 關鍵在 AI 的角力｜#老謝開講 #謝金河 #財訊 EP275 episode artwork

EPISODE · May 15, 2026 · 10 MIN

全球矚目川習會 關鍵在 AI 的角力｜#老謝開講 #謝金河 #財訊 EP275

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

本集《老謝開講》從川習會、美中 AI 競爭、Intel 崛起、台積電挑戰，到記憶體大行情與台股 42000 點的風險評估，帶大家一次看懂 AI 大時代下的全球資本市場變化。 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments 《各節重點》 ＊ 川習會前夕全球屏息，AI與半導體成為美中角力核心 ＊ 黃仁勳與輝達面臨中國市場誘惑，美國 AI 霸權不能退讓 ＊ Intel股價暴漲、蘋果代工傳聞發酵，台積電地位真的動搖？ ＊ HBM、SSD帶動記憶體狂潮，AI 重塑台股與亞洲科技版圖 ★ 商業合作請洽 [email protected]，或撥專線 (02)25512561轉249。 製作｜財訊雙週刊 攝影｜吳匡庭 吳雨軒 剪輯｜吳雨軒 後製｜吳雨軒 錄影日期｜2026.5.13 -- Hosting provided by SoundOn

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全球矚目川習會 關鍵在 AI 的角力｜#老謝開講 #謝金河 #財訊 EP275

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This episode is 10 minutes long.

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This episode was published on May 15, 2026.

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