投資前先涮 九等觀察 https://markjordan.substack.com/，一腦吸滿投資市場心態。原創的觀察和分析市場重點新知，錄製讓大家更容易獲取知識的投資想法，和你一起拓展國際及台灣金融投資視野，整理清晰觀點。曾在國外券商及外資銀行歷練。自稱職業級的江湖術士，藏於民間！
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The99 九等不演了
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4 episodes
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Podcast Overview
投資前先涮 九等觀察 https://markjordan.substack.com/，一腦吸滿投資市場心態。原創的觀察和分析市場重點新知，錄製讓大家更容易獲取知識的投資想法，和你一起拓展國際及台灣金融投資視野，整理清晰觀點。曾在國外券商及外資銀行歷練。自稱職業級的江湖術士，藏於民間！ -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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Publishing Since
1/29/2024
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Recent Episodes
May 31, 2024
九等不演了 EP4 這個叫作- 風水輪流轉 ｜這十五年來的發現！ Feat. COMPUTEX
九等十五六年前從美國回台，就開始爭戰各大展場、產業、看過許多大老闆和現實，最近COMPUTEX大展到，有些故事和感觸 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
March 25, 2024
九等不演了 EP3 NVIDIA AI全新架構最重要的投資攻略 ｜誰是陳默之啊！？
先問完全沒關聯的問題，誰是陳默之啊！？ 沒人把Nvidia 新架構的重要觀點講出來，九等講！現在就該知道的事，且是2024年最重要的投資 GB200這個新架構所提出的重點….. 過去架構是一層AI GPU, 一層是 Intel's CPU, 效能太大成一個應用面上部份缺點，強到沒法作生成AI運算，也因如此，現在由ASIC公司作特殊晶片來串聯為為生式AI應用。然Nvidia現在的新GB200架構後，提供有整台超高的算力用於訓練用，而每層又能單獨成為生成AI或伺服器使用，也因如此, ASIC公司在AI的重要性，因為Nvidia新架構的配置而降低。對ODM的放權- Nvidia本質就ic design, 原本不想作到這麼下游硬體的部份, 但要把AI弄到市場懂, 他們就必需先作一套reference design。 另外，全新架構提高對HDI高層板的使用，而哪些台灣公司會因此受到影響？ 九等懶的演，用講的。
February 21, 2024
九等不演了 EP2 - 路人亂指路 ｜AI潮流還沒被真正發現的公司
等待NVIDIA財報前的台股氛圍，把UBB、OAM講清楚，欣興電子的未來機會，還有第一季看到二線IC設計公司的補庫存現象。好好聽九等解析，給點鼓勵按讚訂閱。更詳細可以到九等觀察官網加入會員，只要填寫Email，就能每周收到市場觀察。
4 total episodes available
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