理財周刊1152期: IP零庫存+AI禁令轉單掃貨 HPC後市看好/植物新藥 百億商機

· 理財周刊
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理財周刊1152期:IP零庫存+AI禁令轉單掃貨 HPC後市看好/植物新藥 百億商機


高速運算(HPC)仍是科技升級關鍵趨勢,市場疑慮消費電子庫存,對於零庫存的IP矽智財高速運算處理器概念股,投以關愛的眼神;美國AI晶片禁令可望帶來轉單掃貨的商機,更是可遇不可求。...


請看《理財周刊》1152期更多精采內容:

◆ 康力生技 植物新藥 赴美掛牌上市

◆ 鮑爾化身強鷹派 明年別想降息

◆ IP零庫存+AI禁令轉單掃貨 HPC後市看好

◆ 產能滿載 IC載板未來需求估倍數成長

◆ 布局轉單受惠股與HPC供應鏈

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