
About this episode
曾經的神股Nvidia為何變成過氣股票?說好的晶片短缺呢?2020年疫情之後晶片股一度是市場的寵兒,因為疫情推動所有東西向網絡發展。而發展科技,無論是Data Centre還是電動車,晶片都是不可或缺。當時新聞亦指由於需求大增,晶片供應短缺,每間晶片廠都紛紛加大投資額建新廠房,台積電等代工廠甚至未來一年的訂單都已經提前鎖定了。那到底現在晶片短缺問題是否已經解決了?如果還沒解決的話,為何晶片股價會日日都下跌呢?
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