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投資唔講廢話: Daily Summaries Delivered
by 阿樂
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- Yesterday12 min
第290集 | 史上最無聊的中美會談? 油價維持高位，美國是受害還是受惠? 怎麼感覺有點不對勁!
波音200架客機訂單並不能令市場滿意…… 中國罕有地向美國直接提起台灣! 為什麼? 恆力石化是什麼公司? 為什麼它的餘波直接影響和談結果? WTI油價上升只是個晃子? 美國並不怕油價上升? 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- 1 weeks ago14 min
第289集 | 晶片還在講CPU, GPU? 那你已經跟不上資本的潮流! 這類晶片正在水鬼升城隍!
無論是電動車或資料中心正經歷800V的革命… SIC碳化矽和傳統矽有什麼分別? SIC供應鏈有什麼美股? 為什麼最近才開始炒起? 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- 2 weeks ago13 min
第288集 | 不是電池的電池，將成為AI資料中心供電的主流? 這些股票為什麼突然爆發了?
05:46 口誤是Oracle不是Amazon 燃料電池股是最新的汪阿姐華麗轉身? 幾年前是玩具，今天成為百億市場? 交流電轉直流電對資料中心有什麼影響? 車用晶片未來將進軍AI界!? 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- 3 weeks ago15 min
第287集 | 媲美汪阿姐的華麗轉身，科技界的文藝復興? 還有什麼公司趁這波牛市起死回生?
Intel 業績實鎚CPU重返主舞台!? GPU的極限已到? 輪到CPU發揮!? 波音復甦的關鍵是找回初心? Dell 靜靜地創歷史最高營收! 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- 4 weeks ago14 min
第286集 | 如果一樣產品免費，那你就是那個產品! 深度分析美股交易條例改革!
散戶終於可以自由daytrade是壞事? 幕後黑手如何用「金融民主」掩飾捕殺局? 由2005年開始，每一步都是精心設計捕食散戶!? 作為小散戶，我們可以反抗嗎? 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- Apr 13, 202613 min
第285集 | 繼08年金融海嘯後全球最高戒備，竟是因為一個小小的AI模型?
Anthropic誓要報復美國政府? 財政部與聯儲局及六大銀行CEO緊急開會應對! 軟件股會迎來又一次大屠殺嗎? A.I. vs A.I. 的時代終於來臨!? 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- Apr 5, 202613 min
第284集 | 誰大誰惡誰正確? 當AI算力愈來愈快，真正爆發的可能不是GPU
CPU、GPU、ASIC、HBM 誰才是大佬? All in 單一晶片已無意思! 異質運算才是下一代增長關鍵! 晶片與機櫃之間要如何溝通? 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
- Mar 29, 202613 min
第283集 | 火雞國逆勢拋售大量黃金! CPU強勢回歸! Google打破記憶體之牆!
為什麼戰爭還拋售避險資產!? 土耳其原來什麼都沒有? TERAFAB是認真的! Elon Musk又強行開啟賭局? 各國已經進入緊急狀態! 情況遠比想像中嚴重! 🎧Podcast＆美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn
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About 投資唔講廢話
全職Trader，分享美國股市/政經大事/生活趣事🎧 全球首個廣東話投資Podcast 📖 暢銷書《投資唔講廢話: 只講選股》作者📑《美股日報》編輯📡每週更新 ✍無開啟廣告盈利，頻道由《美股日報》支持自負盈虧⭐訂閱全網最詳盡的美股中文簡報 《美股日報》⬇️https://www.patreon.com/investnobullshit/membership🏠Instagram專頁: https://www.instagram.com/invest.no.bullshit/🎥Youtube: linktr.ee/investnobullshitApple Podcast / Spotify / Google Podcast / Castbox / KKBOX / Youtube--Hosting provided by SoundOn
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