台股美股重磅法說第二彈～從 Meta、Pinterest 高通和聯發科的法說會，可以觀察到消費性電子復甦跡象。接著，我們從 AMD & 台達電法說看 AI 伺服器成長動能。最後，從安森美法說看電動車的成長及競爭性。 【Meta、Pinterest、高通、聯發科看消費性產品】 04:45 Shopify 最新一季營收年增 31%，加上 Pinterest、Google、Meta 等公司法說皆表示廣告收入開始成長，顯示美國零售銷售有復甦跡象。可觀察後續是否帶動消費性電子的需求。 09:06 從聯發科 & 高通的法說中，可觀察到手機銷售狀況仍然不佳，主因受到中國消費力不如預期影響。 【AMD & 台達電看 AI 伺服器】 15:00 AI 伺服器的成長短期仍卡在晶片產能，未來的需求動能可能來自中國嗎？ 【安森美看電動車】 20:54 安森美第二季財報中，汽車業務收入年增 35％，碳化矽收入年增更是有近四倍的高速成長。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/13778 訂閱財報狗新聞: https://statementdog.substack.com/ Podcast 業務合作聯絡信箱: [email protected] 財報狗社群 財報狗智囊團 財報狗 Discord
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