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市場情緒急凍,AI頂級玩家齊聲呼籲放緩發展,引發市場對科技巨頭縮減資本支出的恐慌。費半重挫5.86%,納斯達克100收跌。記憶體與晶片股淪為重災區,晟碟、英特爾與美光跌幅都在5%上下,輝達也下挫3.3%。如果AI發展放緩誰是接盤輸家、誰又坐收漁翁之利?
文: 張詠晴
製作團隊:莊志偉、張雅媛、鄭子鴻
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*意見信箱:[email protected]
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