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TVBS NEWS
@tvbsnews01Subscribers3.3M
Views8.8B
Videos592K
Last updated9 hours ago
TVBS NEWSPublished at June 2, 2026 at 03:37 PM1:00:13
黃仁勳COMPUTEX站台邁威爾「矽光子供應鏈誰受惠」 台股上下震盪逾千點「處置股短線急挫後外資加碼」20260602｜1400T台最錢線線完整版｜TVBS新聞 @TVBSNEWS01
3 days agoPeak window
5555台55頻道tvbstvbs新聞news
Published time
June 2, 2026 at 03:37 PM
Duration
1:00:13
Video type
News & Politics
Channel region
Taiwan
Publish Timing Insight
Not enough timing data
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Monetization Insight
No clear monetization tags yet
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Views
164
Likes
4
Comments
0
Estimated Daily Revenue
-
Estimated Total Revenue
$0.11 - $0.63
RPM Range
$0.66 - $3.85
1D Views Gain
0
7D Views Gain
0
1D Likes Gain
0
7D Likes Gain
0
1D Comments Gain
0
7D Comments Gain
0
Velocity Score
0%
Topic Cluster
55
Video Description
輝達(NVDA)執行長黃仁勳親自現身邁威爾(MRVL)COMPUTEX 2026 演講舞台，並留下了一句定調產業方向的話：「200G per lane 是銅線最後一個夠用的世代」。結合輝達在今年三月底正式公告對邁威爾(MRVL)投入高達 20 億美元的投資，市場收到了一個極為明確的訊號。AI 算力大戰進入下半場，真正的瓶頸已經不是單顆晶片的運算能力，而是幾萬顆晶片綁在一起時的「資料傳輸與散熱」。這場由銅線轉向光通訊的硬體革命，正把台灣的先進製程與矽光子供應鏈推向風口浪尖。而台股1日在黃仁勳的加持下，加權指數衝破4萬5千點寫下歷史新高，成交也爆出1兆4,770.85億元的巨量。不過，人氣記憶體概念股力積電（6770）卻慘遭外資狂砍逾15萬張，國家隊進場輸血，砸下14億2529萬3304元、買超該檔股票1萬5710張，在土洋激烈交鋒的情勢下，成為賣超與買超的雙項第一。
#輝達#黃仁勳#邁威爾#COMPUTEX
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