這集聊 - MSFT、Meta 財報與 CSP 影響 - Supermicro 爆雷解析與台廠 ODM 對比 - NVDA 機器人模型與 VLA 技術說明 - CoWoS 2026年各家大廠狀況 ？ - 台股市場成交動能與族群分析 - 財報後續追蹤與 [韭菜畢業班] APP功能提醒 (Youtube字幕由AI產生，可能會有少許錯誤) 韭菜畢業班 APP 線上發表會｜川普對等關稅三大劇本解析｜NVDA 輝達產業鏈架構改變 https://www.youtube.com/live/UFUfJAxmhZU?si=BRUOttc0BGtk0Tsa 限量【早鳥】直接訂閱：https://cmy.tw/00BWX8 免費下載（用手機開）：https://cmy.tw/00ArN8 韭菜畢業班總連結 : https://portaly.cc/uncle_stock 右上角的🔔訂閱追蹤節目以及⬇️下載節目都可以勾選，這樣就算網路不好📶也可以收聽👂 -- Hosting provided by SoundOn
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