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謝金河話投資

黃仁勳也有中國夢 尋找AI軍備競賽的贏家

15 Nov 2025

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AI 戰火升溫!黃仁勳直言「中國 AI 將超越美國」震撼全球市場,引爆輝達、AMD 重挫、美股科技股震盪。中國補貼晶片、全面國產化,正改寫半導體版圖。這場科技權力位移,背後藏著哪些風險與機會?本集一次說清楚。 【單集重點】 1. 作中國白日夢何時醒? 2. 糖衣裹的可能是毒藥 3. 財報效應激活個股變化 4. 記憶體捲起大浪 -- Hosting provided by SoundOn

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