EP1113|太貴了,輝達也在調整記憶體用量?如何評估對AI趨勢的發展?震盪開始、籌好資金,Q3看CPO再起、機器人應用!ft.操盤手 黃豐凱

EP1113|太貴了,輝達也在調整記憶體用量?如何評估對AI趨勢的發展?震盪開始、籌好資金,Q3看CPO再起、機器人應用!ft.操盤手 黃豐凱

From 兆華與股惑仔 by 李兆華

June 5, 2026 · 42 min · Season 2026 · Episode 1113

About this episode

The episode discusses NVIDIA's adjustments in memory usage and evaluates the development trends in AI, along with investment strategies for Q3.

太貴了,輝達也在調整記憶體用量?如何評估對AI趨勢的發展?震盪開始、籌好資金,Q3看CPO再起、機器人應用! ------- 節目內容純屬主持人與來賓個人經驗分享,非個股推薦。投資人須自行謹慎判斷,評估擔負風險 -- Hosting provided by SoundOn

People in this episode

Host: 李兆華

Guest: 黃豐凱

Topics covered

  • AI trends
  • memory usage
  • investment strategies
  • robot applications
  • market fluctuations

Keywords

  • 輝達
  • AI
  • 投資
  • 記憶體
  • 機器人
  • 市場震盪
  • CPO

Mentioned in this episode

Organizations: 輝達

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