投資機加酒 EP56| 黃仁勳救不了輝達逆風 GPU市場節節敗退台積電法說按讚ASIC 台廠當中這三檔最有戲？| #劉烱德

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最近輝達的表現悽慘無比就連黃仁勳在CES展上的演講也救不了輝達的股價與此同時，另一個AI強勢族群全球最大的ASIC服務廠博通卻繳出了驚艷市場的成績單究竟ASIC市場有怎樣的潛力? 這集節目都將為你解答!! 🎤主持：品樺 🎤來賓：分析師劉烱德節目導讀： 00:00 精彩預告 00:16 開場 01:38 輝達下、博通上為什麼雲端大廠力拼ASIC? 03:57 出貨一路順暢 ASIC三年之內超越輝達GPU? 06:03 法人按讚ASIC 哪些台廠可望吃下這塊大餅? #輝達 #黃仁勳#台積電法說#GB200#GB300 #DGX1#ASIC#博通#世芯#創意#聯發科 📢 「財富履行團Podcast」 https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰每週四晚上七點線上首播 ※本節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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投資機加酒 EP56| 黃仁勳救不了輝達逆風 GPU市場節節敗退台積電法說按讚ASIC 台廠當中這三檔最有戲？| #劉烱德

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