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Alan Lab-美股最前線
Ted
36 episodes
9 months ago
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Investing
Business
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Alan講美股 -- Hosting provided by SoundOn
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Investing
Business
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美股入門 Nvidia 輝達(NVDA)財報分析
Alan Lab-美股最前線
1 hour 7 minutes
1 year ago
美股入門 Nvidia 輝達(NVDA)財報分析
Nvidia 輝達 2/22 財報出乎市場意料的好 根據營收,主要收入資料處理中心的成長十分驚人 近期因無法出貨給中國,有獲利疑慮 但因其他巨頭公司(apple.micrsoft. tasla.meta…) 加大下單的力道,因此輝達並未受中國影響 反而更把自己的AI晶片推向另一個世界 此外,黃仁勳近期不斷來往台灣 確保Nvidia與TSMC 的密切合作 在未來供應鏈的態度十分明確 AI的爆發只是剛開始,未來會走向何處仍是樂觀看待
Alan Lab-美股最前線
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