WR14. 蘋果AI轉向與基礎設施高估值解碼 | AI戰情室

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本月底特輯帶您拆解三檔話題科技股的估值底牌！探討蘋果（AAPL）改用Gemini省下鉅額CapEx，能否引爆軟體服務估值？Marvell（MRVL）強攻客製化晶片挑戰Broadcom，如何支撐近百倍本益比？最後解析散熱巨頭Vertiv（VRT），手握150億美元液冷訂單的賣鏟人優勢，能否抵禦49倍前瞻本益比修正風險？深度解析不容錯過！ -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jun 26, 2026

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WR14. 蘋果AI轉向與基礎設施高估值解碼 | AI戰情室

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