EP223 | 台、美股重點一次說, 記憶體與矽晶圓,NVIDIA設計變更對散熱族群的影響和後勢,AMD財報亮點與宜鼎產品結構

EP223 | 台、美股重點一次說, 記憶體與矽晶圓,NVIDIA設計變更對散熱族群的影響和後勢,AMD財報亮點與宜鼎產品結構

May 6, 2026 · 22 min · Episode 223

About this episode

This episode discusses key points in the Taiwanese and American stock markets, focusing on memory and silicon wafer sectors, NVIDIA's design changes, and highlights from AMD's financial report.

課程問卷連結: https://cmy.tw/00Cbvt 填寫問卷領之後線上課程的$888優惠 韭菜畢業班選股軟體 : https://cmy.tw/00ArN8 - 台股多頭架構下的資金慣性 - 記憶體板塊與矽晶圓(環球晶) - NVIDIA Rubin 設計變更對散熱族群的影響和後勢 - AMD 財報總結與未來伺服器 CPU 展望 - 美光 SSD 空間突破與宜鼎的營收大爆發 -------- 韭菜畢業班總連結 : https://portaly.cc/uncle_stock -- Hosting provided by SoundOn

People in this episode

Host: 叔叔

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Mentioned in this episode

Organizations: NVIDIA, AMD, 美光, 宜鼎, 環球晶

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