「晶片戰爭」啟發，這裡是我對科技 × 軍事 × 地緣政治的投資及觀察手記。 不追逐短期市場敘事或情緒波動，技資只專注於企業品質、估值與資本配置。 **早鳥優惠！全年$30升級訂閱連結在下方**
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 71 | Founded | 9 months ago | Last Issue | 27 hours ago |
| Active | Language |  Korean | |||
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$BE $ORCL | AI 終極瓶頸就是「電力獲取能力」，Oracle 「木星計畫」面臨無電可用的困境、Bloom Energy 同時被質疑及沽空
OpenAI Stargate 星際之門計畫
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面對股市大幅調整，相信讀者未必有足夠的心情及耐性細讀產業的深度分析，但我並非善於寫心靈雞湯類的文章，還是繼續寫產業趨勢、產業長期兢爭力的文章，希望為下一波升浪做好準備。
面對股市大幅調整，相信讀者未必有足夠的心情及耐性細讀產業的深度分析，但我並非善於寫心靈雞湯類的文章，還是繼續寫產業趨勢、產業長期兢爭力的文章，希望為下一波升浪做好準備。
$ORCL $CRWV $NBIS 算力霸權重構：Oracle 與 Neocloud 企業基因主宰AI 基礎設施發展軌跡
全球人工智慧基礎設施市場正處於一個劇烈動盪且高度分化的歷史轉折點。隨著大語言模型（LLM）的能力及算力需求呈指數級增長，提供底層算力的雲端服務商已不再是單純的硬體租賃商，而是演變為融合地緣政治、金融工程與深層軟體架構的複合型實體。隨著 xAI 及 Meta 同時加入這場「AI風暴」的算力軍備競賽中後，Oracle（甲骨文）將可能被擠出四大雲商之列，與Neocloud 的代表 CoreWeave 及 Nebius 將有更激烈的兢爭，這三家企業分別代表了三種截然不同的商業演進路徑...
$SKHY | SK海力士制霸HBM 的關鍵是TSMC供應的基底晶片 (Base Die)
SK hynix 、NVIDIA 、TSMC 三角聯盟策略
投資免責聲明：以下內容僅為個人觀察與投資思路分享，不構成任何投資建議、買賣邀約或資產配置指引。金融市場具高度不確定性，相關標的可能因政策、利率、景氣循環及非預期事件而出現劇烈波動。投資前請務必自行評估風險，並在必要時諮詢專業顧問。
$PLTR $NBIS 狂人發飆背後的精算：Palantir 與 NVIDIA 聯手以Open Model 打通「AI 五層蛋糕」
Nemotron 是被市場低估的一步絕棋，$NBIS 最終將受惠於Open Source Model 大趨勢！
如果大家有留意最近的財經新聞，一定看過 Palantir CEO Alex Karp 在 CNBC 節目上近乎失控的火爆訪談。他毫不留情地炮轟 OpenAI 和 Anthropic 等領先的 AI 公司，直指整個行業的「代幣化收費」（Tokenmaxxing）模式簡直瘋狂，不僅是在收取企業的「財富稅」，更是在榨取客戶的專屬數據與 Alpha（超額收益）。
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「晶片戰爭」啟發，這裡是我對科技 × 軍事 × 地緣政治的投資及觀察手記。 不追逐短期市場敘事或情緒波動，技資只專注於企業品質、估值與資本配置。 **早鳥優惠！全年$30升級訂閱連結在下方**
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