Alan Lab-美股最前線
TedAlan講美股 -- Hosting provided by SoundOn
| Publishes | Monthly | Episodes | 36 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | NewsInvestingBusiness | ||
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Latest Episodes
伺服器大廠美超微(Supermicro) 為組裝公司
「標普500指數」的納入，更成為一間市值達600億美元的公司。
美超微與美國晶片龍頭輝達（NVIDIA）關係緊密
這樣的合作讓市值較小的公司，可以快速增長股價
Nvidia 輝達 2/22 財報出乎市場意料的好
根據營收，主要收入資料處理中心的成長十分驚人
近期因無法出貨給中國，有獲利疑慮
但因其他巨頭公司（apple.micrsoft. tasla.meta…)
加大下單的力道，因此輝達並未受中國影響
反而更把自己的ＡＩ晶片推向另一個世界
此外，黃仁勳近期不斷來往台灣
確保Nvidia與TSMC 的密切合作
在未來供應鏈的態度十分明確
ＡＩ的爆發只是剛開始，未來會走向何處仍是樂觀看待
以巴戰爭對於投資者需要注意的觀點
• 對於石油上漲影響有多大 （經濟）
• 俄烏戰爭後續（地緣政治）
以巴戰爭後續收尾
• 以色列國內對於總理的態度
• 美國支持以色列的力道
• 國際人道救援的意識
因為戰爭爆發，美國聯準會可能會以此為藉口而停止升息
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #190 |  Taiwan/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
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Alan Lab-美股最前線 launched 3 years ago and published 36 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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