主持人 黃斐瑜 本集來賓 劉佩真 馮志源 游庭皓 紀緯明 ★黃仁勳情定北士科!不甩電腦展 新飆股地圖失靈? ★上兆美元AI新商機 黃仁勳要把輝達變建設公司!? ★資料中心變AI工廠 輝達推物理式AI少不了台廠!? ★台積鴻海輝達三劍聯手!黃仁勳為台造AI超級電腦! ★今年電腦展效應不如去年? 景氣燈號 政策不一樣!? ★美銀:輝達中東訂單抵銷陸市場! 美股太樂觀 別躁進!? ★"仁來瘋"行情失靈? 設備先進封裝搭台積順風車!? ★仁寶出席兆元宴 股價噴出! AI股跟上輝達中東訂單!? ★生成式AI驅動! 消費電子退燒 運算用半導體出頭天!? ★6.3兆規模!TSIA上修今年台灣半導體產值 先進製程撐!? ★大挑戰!澎湖幫本島發電?非核家園首日 火力發電逾9成? ★穆迪降評刺激黃金大漲! 美國進口黃金背後的祕密曝! ★美中降關稅 廠商搶出貨! 航運股短線操作看5日線!? -- Hosting provided by SoundOn
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