【主題專訪】AI投資見頂？輝達財報不漲，GTC 亮點是什麼？ft. 艦長程正樺

Nvidia GTC 即將登場，但市場正在問一個更大的問題：AI 投資會不會見頂？ 2026 年科技巨頭 AI 資本支出可能達 7000 億美元。但同時，自由現金流壓力也開始浮現。另一方面，AI Token 使用量仍在爆炸成長， AI Agent 也可能帶來下一波算力需求。這支影片邀請前外資半導體首席分析師－艦長程正樺，一起解析 AI 產業未來幾年的關鍵變數。 ✅ 合作邀約 ✅ [email protected] #Nvidia #GTC #AI #半導體 #美股 #艦長陳正華 -- Hosting provided by SoundOn

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【主題專訪】AI投資見頂？輝達財報不漲，GTC 亮點是什麼？ft. 艦長程正樺

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