下載Yahoo App開啟每一天,讓平凡的日子都變成好日子Yahoo提供即時的重要新聞推播、每日天氣快報還有各種交通資訊,方便你的每一天,現在加入會員還能集點兌換各種好康喔!打開Yahoo app,每天都有新的發現!馬上下載 👉 https://fstry.pse.is/89g59w —— 以上為 Firstory Podcast 廣告 —— ▍大立光匯損 04:16 討論市場如何看待匯損,以及大立光 Q2 的匯損超乎市場預期,但公佈後收漲這件事。 09:20 觀察市場習性:什麼時候會反應匯損?什麼時間點的影響較小? ▍H20 重回中國市場 13:18 討論美國政府重新許可 NVIDIA 向中國出口 H20 晶片背後可能的原因。 ▍AI ASIC&護國神山法說重點 20:30 討論市場將聚焦台積電法說中的哪些方向&ASML 法說重點。 25:31 Meta 在 ASIC 賽道急起直追對整個 AI 產業的影響有哪些? ______________________  ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ Podcast 回饋表單:https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱:[email protected]
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