本集討論 OpenAI o3 對於 AI 產業的影響，以及 AI 發展對於機器人產業的影響，最後也探討美對中祭 301 調查成熟製程的相關機會。 【OpenAI o3 引起 AI 新遐想？】 09:45 OpenAI o3 出來後對於整體 AI 產業的影響。 21:17 Meta 和雷朋可能在明年推出 AI 眼鏡＆虛擬實境。 【機器人行情強強滾】 22:42 討論 AI 加速機器人產業的發展＆產業中有哪些供應鏈。 28:04 機器人產業發展可能產生的機會。 【美對中祭 301 調查成熟製程】 38:09 301 調查是什麼？台廠相關業者短期是否受惠？ 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/14661 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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