市場觀測站EP167│代理式AI掀狂潮！看懂記憶體、ABF與矽光子長線紅利 feat.路博邁投信基金經理人黃煜

AI產業正從「訓練」走向「推論」時代，供應鏈上的ASIC、先進封裝及記憶體浮現結構性缺口。且隨著代理式AI興起，運算資源消耗驚人，Token成本較原先預估放大數倍，也正在吃掉科技公司的營收增長。金融專家警告，投資人需跳脫「AI帶來萬家香、全面受惠」的迷思，更聚焦於科技股的本益比和它的重新評價。 🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙來賓：路博邁投信台灣5G股票基金經理人 #黃煜 🖊本集重點：出口熱度延續供應鏈受惠並不平均推論接棒記憶體成第一道瓶頸 ABF從循環股轉向AI基建受惠股矽光子升溫 CPO技術成下一戰場 ASIC與先進封裝平台將是長期贏家 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP167│代理式AI掀狂潮！看懂記憶體、ABF與矽光子長線紅利 feat.路博邁投信基金經理人黃煜

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