
「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 | 77 | Founded | a year ago | Last Issue | 31 hours ago |
| Active | Language | ||||

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《經濟學人》最新一期封面是黃仁勳,標題是 「The Sorcerer of Silicon(矽之魔法師)」,顯然「AI 教主」已不足以形容黃仁勳的地位,但這不是替 NVIDIA 造神,而是代表市場對 NVIDIA 的定位已經由「賣 GPU 的晶片公司」,提升為 AI 時代的系統架構師與資本配置者。《經濟學人》的核心觀點甚至相當鮮明——「Nvidia is driving the AI boom. Good」,NVIDIA 對晶片、網路、AI 工廠...
被市場低估的關鍵門檻:調變器(Modulator)、超穎透鏡 (Metalens)
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。
不是 ASML,卻無處不在:拆解應用材料的半導體設備帝國
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。
$MSFT、$AMZN、$GOOG
AI 巨頭進入史詩式戰國時代:Google 為何站在戰場正中央?
Microsoft 「FDE」是否威脅?如何看待市夢率的估值?
全篇內容100%出於個人觀察分析(非AI 生成),你感受到的是人的溫度及TASTE!
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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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