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443.【財經時事放大鏡】關稅帝君權聯邦不授 x Google I/O 與 NVIDIA

About this episode

▍關稅又變了
00:07 Sky 去 Computex 心得閒聊。
02:18 討論川普關稅政策遭到法院駁回事件,以及後續可能會帶來哪些影響。

▍Google I/O 2025 發佈會有哪些新亮點
10:55 Google 搜尋加入 AI 模式摘要。
15:43 Google 智慧眼鏡與整體產業未來展望。
28:00 Google I/O 2025 發佈會其他亮點與投資想法。

▍Nvidia 法說重點
39:13 Nvidia 本次法說重點與 AI 開始進入推理端的投資想法。
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Podcast 回饋表單:https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱:[email protected]

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443.【財經時事放大鏡】關稅帝君權聯邦不授 x Google I/O 與 NVIDIA

財報狗 - 掌握台股美股時事議題

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