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15 Feb 2024
44m
308.【財經時事放大鏡】龍年恭喜發財,產業趨勢大盤點
財報狗 - 掌握台股美股時事議題
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此集探討各種產業趨勢,特別關注半導體領域。OpenAI 進軍晶片領域引發熱議,SendUltimate 的半導體計畫也受到關注,不過產業競爭激烈。貨櫃航運業面臨供需失衡,半導體產業循環與領導層特質息息相關,且產業環境正逐漸恢復。ESG 趨勢影響投資和產業發展,碳排放法規將推動再生能源投資,ESG 評級標準仍有待釐清。電動車需求低迷,供應鏈保守,油電混合車可能成為過渡選項。軟銀投資 ARM 受惠於 AI 發展,亞洲資本市場持續關注半導體復甦和 ESG 趨勢,但太陽能產業受利率影響,AI 產業風險高,建議掌握時機。
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