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需求旺到明年 廣達自主研發 不想一輩子替 AI 抬轎｜#聽了財知道EP243 #美中 #關稅戰 #供應鏈 #廣達 #AI #伺服器 episode artwork

EPISODE · May 16, 2025 · 15 MIN

需求旺到明年 廣達自主研發 不想一輩子替 AI 抬轎｜#聽了財知道EP243 #美中 #關稅戰 #供應鏈 #廣達 #AI #伺服器

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

邀請您成為《財訊》頻道的會員，並獲得專屬福利！ https://open.firstory.me/user/wealth1974/platforms #Meta #Alphabet #微軟 #亞馬遜 #AI伺服器 AI 需求噴發！Meta 等雲端 4 大巨擘擴大投資，台灣 AI 伺服器供應鏈迎來爆發式成長，廣達訂單滿載，積極佈局轉型，自主研發搶佔未來 AI 商機。其下一步動向，將是投資焦點。 段落重點： ● AI 需求爆發，雲端巨頭擴大投資，廣達訂單滿載。 ● 林百里：資料中心投資是關鍵，AI 將走向通用型。 ● 廣達營收獲利創新高，調整營收結構降低關稅影響。 ● 廣達轉向自主研發，不願永遠為 AI 抬轎。 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments ★ 完整文章連結：https://www.wealth.com.tw/articles/2a058218-840a-49be-86dd-309670cedde9 ★ 訂閱財訊這裡請→https://www.wealthstore.com.tw/ ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 商業合作請洽 [email protected]，或撥專線 (02)2551-2561 轉 255。 製作｜財訊雙週刊 主持｜陳雅潔 來賓｜楊喻斐 企劃｜吳匡庭 攝影｜吳匡庭 剪輯｜蔡克承 後製｜蔡克承 錄製日期｜2025.5.7 -- Hosting provided by SoundOn

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需求旺到明年 廣達自主研發 不想一輩子替 AI 抬轎｜#聽了財知道EP243 #美中 #關稅戰 #供應鏈 #廣達 #AI #伺服器

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This episode is 15 minutes long.

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This episode was published on May 16, 2025.

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