微軟、谷歌、亞馬遜、Meta年砸數千億美元蓋AI樂園！但你一個月付ChatGPT多少錢？門票收入趨近於零｜S213

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🔴▶️ 砸數千億美元蓋AI樂園？！7分鐘動畫篇

💥你的AI訂閱花費只是冰山一角，背後是四大科技巨頭砸錢擴建的軍備競賽。輝達供應鏈推動台積電擴產、HBM記憶體熱潮與ASML光刻機需求飆升，股價被高本益比風險推高。當資本支出壓力遇上消費者付費不足，整個故事可能重演思科泡沫翻版的結局。

Transcript

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SPEAKER_00 1:17

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SPEAKER_01 1:38

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SPEAKER_01 2:04

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SPEAKER_00 2:22

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SPEAKER_01 6:17

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SPEAKER_00 7:05

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SPEAKER_01 7:14

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SPEAKER_00 7:23

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SPEAKER_01 8:05

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SPEAKER_00 9:28

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SPEAKER_01 11:26

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SPEAKER_00 11:35

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SPEAKER_00 14:01

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SPEAKER_01 18:50

WHAT IN A SHIGH FA SHAN JUNG HAN SHEN QIN YOU REN DO HOICO THE THILLE THE IN THE IN WOMA MAY TIN SHAN SHO YO A I DA LIDE BNLY QU WAN WON HU YOU LE CHE BE HO JU DAO HON GOING THE SHING BOGO THEN YO SHIKE SO YOU AI QUANH WAN JOHN REMEN CHAWAH HIP SHI.

SPEAKER_00 19:49

TRAN SHIN SHANG YEN. BY