投資開箱趣 EP04 | 年度最大AI盛會！2024 COMPUTEX重點整理 AI PC有搞頭嗎？哪些公司能投資？|#陳武傑

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今年COMPUTEX台北國際電腦展眾星雲集，不只請到AI教父黃仁勳站台，還有AMD、高通、Intel等科技大廠CEO前來開講，闡述未來AI的發展趨勢隨著AI的趨勢愈來愈明確，相關應用也從伺服器端，開始走向手機、電腦這些邊緣端，也讓可以執行AI運算的終端應用，開始浮出水面如果說去年是生成式AI元年，那麼今年則是AI PC元年，究竟AI PC是否具有投資價值?AI伺服器相關供應鏈又有誰特別突出?精彩內容敬請收看! 🎤分析師 #陳武傑節目導讀： 00:00 精彩預告 00:46 開場 01:50 華碩(2357) 04:46 英特爾(Intel) 06:09 技嘉(2376) 08:42 永擎電子(3515華擎子公司) 10:26 所羅門(2359) 11:13 展覽心得 12:38 個股商機 #COMPUTEX #AI#AIPC#技嘉#華碩#輝達 #Intel#黃仁勳#華擎#所羅門#機器人 #液冷#散熱#力致#聯發科#投資 #伺服器#CopilotPC#台股#財富履行團 ※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。 -- Hosting provided by SoundOn

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投資開箱趣 EP04 | 年度最大AI盛會！2024 COMPUTEX重點整理 AI PC有搞頭嗎？哪些公司能投資？|#陳武傑

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