本集討論中國半導體自主化的自製率增加，以及百度旗下的無人車蘿蔔快跑近期在武漢大量上路話題。 【中國半導體自主化探討】 06:38 摩根史坦利報告與大陸國務院皆表示中國半導體自製率將逐漸增加。 10:24 本週傳出華為自研的昇騰 910B AI 晶片效能不如預期，中國轉向 Nvidia 購買 H20。 14:33 探討中國半導體自主化趨勢下台廠的機會。 【中國百度無人計程車大量上路】 17:17 百度旗下的無人車蘿蔔快跑近期在武漢大量上路。 19:39 中國與美國無人車之間的營運成本、策略差異、當前困境與未來展望。 【上週內容勘誤】 29:47 上週聊到 Info 時網友的意見回饋。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14360 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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