About this episode
▍南亞科私募案
00:08 討論南亞科引進 Sandisk、鎧俠、Solidigm、Cisco 來私募背後代表的策略意涵。
12:42 後續股價可能有何反應？
13:34 討論 Google 新技術 TurboQuant 對記憶體產業後續的影響。
▍Grab 吃下台灣 foodpanda
18:48 討論 Grab 收購 foodpanda 台灣外送事業的策略與後續發展。
＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿
￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣
Podcast 回饋表單：https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱：[email protected]
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