AI股核心邏輯異常?市場重評資本支出?!記憶體擺脫景氣循環 AI帶動進入超級週期?!AI伺服器電力需求翻倍 被動元件產業機會?｜張振驊ft.鈞弘資本創辦人 沈萬鈞｜台灣大時代｜2026.07.25｜

👉【News Channel APP】 https://reurl.cc/nYz9p8 👉【Business Channel APP】 https://reurl.cc/qYdxaR ★－:+:－:+:－:+:－:+:－:+:－★ 00:00 Recent global AI stock price fluctuations: Fundamentals unchanged, just a correction?! 00:41 Is the core logic of AI stocks abnormal? Is the market reassessing capital expenditure?! 01:08 The gap between AI winners and losers is widening; capital concentration exacerbates volatility?! 04:09 Memory breaks free from the cycle of boom and bust; AI drives it into a supercycle?! 05:12 AI computing power ignites memory demand; will the next supercycle erupt? 08:58 AI server power demand doubles; new opportunities for the passive component industry? 09:45 AI changes the passive component industry; will it replicate the memory price increase cycle? 11:06 Targeting Samsung and Hynix's excess dividends Is the US seeking a fair share of profits? 13:01 Kimi K3 emerges, reigniting the US-China AI technology race? 15:34 Low-cost, high-efficiency model appears, raising concerns about over-investment in AI 🎷 Host Extraordinary News Anchor Zhang Zhenhua 🎷 Guest Junhong Capital Founder Shen Wanjun #ExtraordinaryNews #TaiwanGreatEra #ShenWanjun #AIComputingPower #Memory #AIModel #ChinaAI #Samsung #Hynix #KimiK3 #NextGenerationChip #ComputingPowerRentalRental 👇👇【Video Link】👇👇 【Full Version】   • 全球AI股價震盪 基本面沒有鬆動只是修正? AI算力激記憶體需求 下個超級周期將爆發...   【PART 1】   • AI股核心邏輯異常?市場重評資本支出?!記憶體擺脫景氣循環 AI帶動進入超級週期?!...   【PART 2】   • 中國模型Kimi K3橫空出世 美中AI科技爭霸熱烈開戰? AI領域迎接下一個爆發點...   【shorts】   • 美中AI爭霸｜張振驊ft.鈞弘資本創辦人 沈萬鈞｜#shorts｜台灣大時代｜202...   👉【Taiwan Great Era YouTube Channel】 https://www.youtube.com@TaiwanGreatEra 👉【Taiwan Great Era Facebook Fan Page】   / id=61557810142034