作者:深潮 TechFlow 原标题:AI 产业链上的台湾节点:“新股神”Serenity 看好的 9 只台股标的 “台股 AI 产业链不存在泡沫,真正的风险不在两岸,而在超大规模云服务商的资本开支。” 在 X 上受追捧的“新股神”Serenity 近期公开了对台湾 AI 产业链的系统性看法。他点名的 9 只台股覆盖 CPO(共封装光学)、ASIC(专用集成电路)、化合物半导体三条主线,其中 ...
Source Link作者:深潮 TechFlow 原标题:AI 产业链上的台湾节点:“新股神”Serenity 看好的 9 只台股标的 “台股 AI 产业链不存在泡沫,真正的风险不在两岸,而在超大规模云服务商的资本开支。” 在 X 上受追捧的“新股神”Serenity 近期公开了对台湾 AI 产业链的系统性看法。他点名的 9 只台股覆盖 CPO(共封装光学)、ASIC(专用集成电路)、化合物半导体三条主线,其中 ...
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