本集討論川普再度擔任總統後的可能政策和對市場影響，近期中租跌停事件，以及 AMD 競爭格局。 【川普再度擔任美國總統】 06:00 從歷史角度來看，川普再度擔任總統後的可能政策＆對市場的影響。 11:55 在川普任內的部位調整策略。 【中租跌停＆中國經濟狀況】 17:14 聊近期中租跌停背後的原因。 21:21 對此事件的反思。 【Intel PC CPU 市佔大跌＆AI PC／手機展望】 23:57 聊 Intel 本季在 PC 端的 CPU 市佔大跌。 28:08 此事件的延伸討論＆AI PC／手機等 Edge 端競爭格局討論。 參考資料 AMD's desktop PC market share skyrockets amid Intel's Raptor Lake CPU crashing scandal — AMD makes biggest leap in recent history 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/14605 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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