EPISODE · May 16, 2025 · 9 MIN
《先探投資週刊2352期》美中破冰！ 老AI傳奇再起【談股論金 EP63】
from 談股論金 · host 先探投資週刊
美中關稅初步達成協議，加上輝達GB200出貨，老AI代工大廠廣達、緯創、緯穎等，股價領先回補大跳空缺口，且四月營收大成長；又川普帶著輝達及AMD執行長去中東，將大賣AI伺服器，連帶供應鏈股價表現也不俗，還有貨櫃三雄、蘋概股，皆值得注意。 -- Hosting provided by SoundOn
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《先探投資週刊2352期》美中破冰！ 老AI傳奇再起【談股論金 EP63】
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