About this episode
▍軟體硬體風水輪流轉
06:03 回顧軟體與硬體產業近十年的興衰流轉。
09:58 探討近期美股軟體股下殺的脈絡與邏輯。
11:47 Sky 與威宇對於近期軟體下殺敘事的觀點。
26:29 未來軟體與硬體的銷售模式可能的改變方向。
▍川普關稅違憲
29:43 探討川普關稅違憲後對產業的影響。
33:06 可能有機會的特定產業。
▍NVIDIA 法說超預期
34:00 討論本次 NVIDIA 法說內容以及相關供應鏈的變動。
＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿
￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣
Podcast 回饋表單：https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱：[email protected]
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