AI算力使用降溫.算力過剩了嗎?科技股估值受到考驗?AI需求強力撐起記憶體 股價修正後再創高？韓廠載板砍價風暴 台廠不受衝擊?｜張振驊ft.統一投顧總經理 廖婉婷｜台灣大時代｜2026.07.11｜

👉【News Channel APP】 https://reurl.cc/nYz9p8 👉【Business Channel APP】 https://reurl.cc/qYdxaR ★－:+:－:+:－:+:－:+:－:+:－★ 00:00 AI Market Fluctuates at High Levels: Who Will Take Over as the Mainstream Leader in the Second Half of the Year? 02:25 US-Iran Conflict Adds Inflation Risk: Will Interest Rate Hikes Impact the Stock Market? 05:06 Rising AI Usage Costs Prolong Consumer Hesitation? 08:12 Strong AI Demand Supports Memory Stocks: Will Stock Prices Reach New Highs After Correction? 11:31 Korean manufacturers' price-cutting storm impacts Taiwanese manufacturers? 14:48 Kyber rack schedule remains unchanged amid new PCB technology development? 🎷 Host Extraordinary News Anchor Zhang Zhenhua 🎷 Guest Union Securities Investment Consulting General Manager Liao Wanting #ExtraordinaryNews #TaiwanGreatEra #LiaoWanting #PCBQueen #Memory #TOKEN #PCB #CPO #GlassOpticalInterconnect #TSMC #LowEarthEarthSatellite 👇👇【Video Link】👇👇 【Full Version】   • AI行情高檔震盪.資金開始輪動 下半年主流誰接棒? 記憶體漲勢見頂 股價面臨回檔壓力...   【PART 1】   • AI算力使用降溫.算力過剩了嗎?科技股估值受到考驗?AI需求強力撐起記憶體 股價修正...   【PART 2】   • CPO股價修正估值 產業有夢後市再攻高?台積電法說會 市場緊盯關鍵指標?!Space...   【shorts】   • 記憶體超漲？！｜張振驊ft.統一投顧總經理 廖婉婷｜#shorts｜台灣大時代｜20...   👉【Taiwan Great Era YouTube Channel】 https://www.youtube.com@TaiwanGreatEra 👉【Taiwan Great Era Facebook Fan Page】   / id=61557810142034