ChatGPT 從 2023 年初爆紅，年中帶動伺服器題材大漲，下半年還在修正，新的 AI 題材再度開噴！同樣是 AI，伺服器與個人 PC 如何稱霸市場、顛覆業界，又如何為四大台灣電腦品牌的換機潮新希望呢？本集【財富狂犇】邀請林睿閎分析師分析 2024 年如何看待 AI 題材，伺服器市場或 PC 市場怎麼選才對？ 2024 AI PC 元年，跟 ChatGPT 差在哪？科技大廠卡位換機潮，誰是大贏家？晶片、品牌、作業系統獲利跟不上題材，打回原形會怎樣？以緯創為例「落後就是落後，不一定會補漲」資金有限，如何佈局供應鏈勝率最大 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting
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