挺你所想!與你一起生活的銀行 中國信託銀行推出TISA級別基金,每月千元就能投資,定期定額終身0申購手續費之外,中國信託銀行提供「終身免收信託管理費」,挺你省的有感! 了解更多 👉 https://fstry.pse.is/88sfmg —— 以上為 Firstory Podcast 廣告 —— ▍NVIDIA GTC 2025 02:45 討論本次 NVIDIA GTC 2025 中展出機器人的相關內容。 07:17 Nvidia 分享了哪些新產品,以及其應用場景與規格。 11:31 討論 CPO 的相關內容與投資機會。 18:08 台灣哪些 CPO 廠商可能受惠,受惠程度如何,以及從過往至今的 CPO 發展脈絡。 26:08 NVIDIA GTC 2025 中其他投資想法分享。 ▍產業討論 28:35 食品股、防禦性類股的上漲邏輯。 31:16 軍工類股的上漲邏輯。 ______________________  ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ Podcast 回饋表單:https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱:[email protected]
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