曲博談2026三大產業趨勢！輝達.微軟冷革命 台廠立基點在哪裡？記憶體.矽光子仍是主流？《雅筑會客室》EP13 | 曲博、張雅筑
永豐金證券
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翻轉金融 共創美好生活 Together, a better life 想找理財資訊嗎？來永豐金證券官方YouTube頻道就對了！ 無論你是股市新手還是資深股民都能透過永豐金證券YouTube頻道，了解總經、產業、ETF及債券等各類的理財議題，每集內容邀請各領域重量級專家，針對特定主題提供清晰且專業的說明。只要訂閱永豐金證券官方 YouTube 頻道，你就能吸收到全方位的投資資訊，輕鬆開啟理財之路。還猶豫什麼？快訂閱吧！ 永豐金證券股份有限公司 https://www.sinotrade.com.tw/newweb/ 證號：114 年金管證總字第 0058 號（永豐金證券）｜114 年金管期總字第 010 號（委任期貨商永豐期貨） 台北市重慶南路一段二號7、18、20樓 客服暨申訴專線：0800-038-123｜02-8173-5300 反詐騙諮詢專線：02-8173-5345 注意事項： 注意事項：本報告內容僅供參考，客戶應審慎考量本身之需求與投資風險，本公司恕不負任何法律責任，亦不作任何保證。本報告中之內容或有取材於本公司認可之來源，但並不保證其真實性或完整性；報告中所有資訊或預估，變更時本公司將不作預告，若資料內容有未盡完善之處，恕不負責。此外，非經本公司同意，不得將本報告加以複製或轉載。投資不表示絕無風險，ETF 等投資產品以往之績效，不保證該基金之最低投資收益；本文提及之數據及預測，不必然代表投資之績效。文中所述之資料、建議或預測係本公司依可靠之消息來源而為合理預測，然本公司不保證其準確及完整性。以上資料、建議或預測可能因市場變化而隨時改變，本公司不負更新之責。本公司亦不保證本文之預測將可實現。投資產品之投資風險詳細資料請參閱產品公開說明書。期權交易財務槓桿高，投資人應依個人財務狀況審慎評估所能承擔之風險。文中所提及之全球資訊為主管機關核准之所有國外期貨市場之商品。課程與文宣內容資料均採用特定軟體，以歷史數據進行繪製及統計，過去之績效及表現不可作為日後獲利之保證。下單系統及輔助工具僅供參考，投資人仍需自行判斷，任何系統參數均需由投資人自行設定，假使資料內容錯誤、延誤或中斷傳輸，而導致交易損失，投資人應自行負責，本公司不負任何法律責任。
Video Description
#產業趨勢 #記憶體 #CPO #AI永動機 #曲博 🧧2026 財運起步走！天天求好財運簽：https://dmp.sinotrade.com.tw/t/bj2 你是否也擔心AI狂潮即將泡沫化？面對市場上的各種聲音，該如何判斷真偽？這集的《雅筑會客室》專訪半導體專家曲博老師，為你釐清AI「訓練」與「推論」的核心差異，並大膽預測2026年將定義產業格局的三大關鍵。 曲博從記憶體需求到矽光子CPO，甚至未來的「光腦」運算，我們將帶你從技術底層，看懂真正的投資趨勢與風險。別再盲目跟風，看完這集，建立你的獨立判斷! 00:00 曲博來了! 00:31 AI是否會泡沫化？現狀與兩階段解析 04:22 關鍵趨勢：從雲端走向終端的邊緣AI 06:28 AI原理與瓶頸：類神經網路與訓練推論 10:20 解決AI「胡說八道」的技術與方法 13:38 AI泡沫化關鍵指標與未來應用場景 19:05 2026年AI企業分化：盈利與燒錢模式 21:58 趨勢一：記憶體需求爆發與技術發展 28:21 趨勢二：矽光子與CPO技術解析 31:14 趨勢三：光運算的未來潛力 33:15 結尾總結 豐雲學堂延伸閱讀： 📍輝達 CoWoP、SpaceX 太空資料中心雙題材升溫：產業鏈誰最受惠？：https://dmp.sinotrade.com.tw/t/1j2 📍2026 AI 記憶體新戰局：SRAM 異軍突起與 HBM 雙雄並立，台廠供應鏈解析：https://dmp.sinotrade.com.tw/t/nj2 📍2026美股記憶體族群續強，美光、SanDisk、WDC、STX外資最新看法如何?：https://dmp.sinotrade.com.tw/t/Dj2 📍2026年CPO光通訊商轉元年！台積電COUPE技術領軍，輝達博通同步卡位，台廠供應鏈全解析：https://dmp.sinotrade.com.tw/t/Tj2 📍矽光子、CPO是什麼？提高AI資料傳輸效率的關鍵！矽光子簡介、CPO概念股一次看：https://dmp.sinotrade.com.tw/t/6j2 📍曲博談2026三大產業趨勢！https://dmp.sinotrade.com.tw/t/JW2 ▶️ 看更多其他影片： https://youtu.be/q4A4bDWtS4A https://youtu.be/cCnSJH9EU6c 💵 實現財富夢想，從永豐金開始：https://dmp.sinotrade.com.tw/t/43s
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