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【天下零時差08.29.24】看台積電臉色 經濟學人:輝達信徒忽視的2個矛盾

【天下零時差08.29.24】看台積電臉色 經濟學人:輝達信徒忽視的2個矛盾

聽天下:天下雜誌Podcast

August 28, 20246m 0sFull

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Show Notes


輝達命運很大程度取決於台積電要不要跟。多頭「輝達牛」把數字喊得愈來愈高,但無止盡的樂觀和狂熱,在空頭「輝達熊」看來,誘惑力十足。

文:經濟學人、張詠晴
製作團隊:黃柏維

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天下雜誌聽天下天下零時差輝達台積電股票股市超微AI