74
HU美國股票分析影片提到［台積電］‼️
台積電蓋一座廠只要2年，但這竟然成了AI發展的隱憂？
這部美國影片點出了一個很殘酷的現實：
大家都在看 NVIDIA、看台積電產能，但⋯••
#台積電 #crypto #ai
@humble.trader_academy
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HA黃仁勳罕見發文：AI是一塊5層蛋糕
#AI #黃仁勳 #芯片 #哈富證券
使用哈富APP緊貼港美股市場動向，立即下載了解更多~
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*數據來源：英偉達官網、券商研報，製圖時間：2026年3月12日
*圖片中數據來自公開市場資訊整理，包含不代表我司的立場和觀點。過往業績不預示未來表現，內容僅供參考，不構成任何投資建議。投資有風險，入市需謹慎。顯示的所有第三方徽標、品牌或商標僅用於識別目的，仍然是其各自所有者財產。
@hafoo_news
84.8K
OLAI晶片最終受惠名單
#ai #封測產業 #日月光投控 #京元電子 #晶片
@oldwangstock
3
EF【原料漲瘋了！】這3檔「被動元件」還沒發動？4月漲價潮來襲！
中東鋁供應斷鏈、4月鉭質電容三度調漲！ 當原料在漲、價格在動，你跟上了嗎？🏃♂️
AI伺服器、GPU需求大爆發，讓被動元件進入「賣方市場」。
國巨、華新科、日電貿具備高毛利、低負債雙重優勢，成本轉嫁能力超強！
想知道具體佈局點？看影片告訴你！
更多投資訊息 立刻加入運達投顧吳官隆分析師唯一官方LINE👉 @king88888
#台股 #被動元件 #國巨 #華新科 #日電貿 #AI伺服器 #漲價概念股 #吳官隆 #法人視界 #理財投資 #股市分析
@eftv_stock
348
LU🌊 AI 大浪來了，筆電四天王華碩/技嘉/微星/宏碁誰在裸泳？
@luv_wantgoo
260
CA🚀 美光科技獲利遠超預期 AI盛宴至少狂歡兩年
美光科技（Micron Technology）最新財報顯示，受惠於人工智慧（AI）浪潮推動記憶體需求爆發，第二季營收較去年同期增長近三倍，由80.5億美元躍升至238.6億美元，遠超市場預期。受AI模型與智慧體對數據存儲的強大需求影響，其主導產品DRAM與NAND價格分別大幅上漲60%與70%，帶動調整後每股盈餘衝上12.20美元，毛利率更翻倍至75%。
執行長桑傑·梅赫羅特拉（Sanjay Mehrotra）指出，記憶體已成為AI競賽中的戰略資產，目前供需失衡狀況預計將持續至2026年以後。為應對供應瓶頸，美光大幅上調年度資本支出至250億美元以上，重點投入無塵室產能擴建。儘管業績亮眼且股利調升30%，但因股價先前已處於歷史高位，盤後呈現小幅獲利了結。展望第三季，美光給出極為樂觀的指引，預期營收中位數將達335億美元，顯示AI基礎設施需求依續強勁，記憶體市場仍處於高度景氣循環中。
🚀Micron Revenue Triples as AI Demand Outpaces Supply
Micron Technology reported Q2 revenue of $23.86 billion, nearly tripling year-over-year. This surge stems from an insatiable demand for AI-related memory, with DRAM and NAND prices jumping over 60% and 70%, respectively. CEO Sanjay Mehrotra predicts supply constraints will persist through 2026. Consequently, Micron is boosting capital expenditure to over $25 billion to expand capacity. Despite a 30% dividend hike and record-breaking forecasts ($33.5 billion for Q3), shares dipped slightly after hitting all-time highs. Memory has officially become a strategic asset in the global AI race.
@cafedenews
6
HA全球存儲芯片漲價幅度超預期！即刻睇產業鏈機會
#AI #美股 #美光科技 #投資 #哈富證券
使用哈富APP緊貼港美股市場動向，立即下載了解更多~
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*數據來源：機構研報，製圖時間：2026年3月18日
*圖片中數據來自公開市場資訊整理，包含不代表我司的立場和觀點。過往業績不預示未來表現，內容僅供參考，不構成任何投資建議。投資有風險，入市需謹慎。
@hafoo_news
342
CA🚀AI代理與太空運算新紀元
輝達（NVIDIA）執行長黃仁勳於GTC年度技術大會發表主題演講，宣告AI運算正式從「訓練」邁入「推論」時代。黃仁勳指出，傳統摩爾定律已失靈，未來數據中心將轉型為生產「代幣（Token）」的AI工廠，預估2027年全球基礎設施需求將翻倍至1兆美元。
本次大會亮點首推企業級AI代理平台「NemoClaw」。該平台靈感源自熱門開源項目OpenClaw（俗稱養龍蝦），輝達透過整合NeMo框架與安全防護，將其打造為代理型電腦的作業系統，助企業轉型為「代理即服務」模式。此外，輝達揭露未來產品藍圖，包括Vera Rubin架構及2028年問世的Feynman架構，其中整合Groq技術的LPU晶片將由三星代工，而與台積電研發的CPO技術則應用於新一代交換器。
展現技術野心的另一焦點是進軍航太領域。輝達正研發太空專用電腦Vera Rubin Space-1，目標建立太空數據中心，其Thor晶片已通過輻射認證。針對實體AI，黃仁勳現場與迪士尼「雪寶」機器人互動，並宣布自動駕駛平台新增比亞迪、現代等車廠合作，與Uber聯手部署無人出租車，展現輝達從軟體定義到垂直整合產業的領導地位。
🚀NVIDIA GTC 2026: AI Agents & Space Computing
NVIDIA CEO Jensen Huang unveiled NemoClaw, an enterprise AI agent platform inspired by the "OpenClaw" lobster movement, transforming SaaS into "Agent-as-a-Service." Huang predicted a $1 trillion infrastructure demand by 2027, shifting focus from AI training to inference tokens.
The roadmap introduced the Feynman architecture and the Vera Rubin Space-1 computer, aiming to establish data centers in orbit. From Samsung-made LPU chips to Disney’s "Olaf" robots powered by Jetson, NVIDIA is vertically integrating AI factories from Earth to the stars.
@cafedenews
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