
台驊創辦人顏益財表示,輝達創辦人黃仁勳下台後,AI需求仍在,對航空貨運仍是利多;民主黨勝選後AI資安管控力道會加大,股市表現難以像過去那樣,但AI仍會向前發展。
AI-generated summary
近年來,因AI相關產品出貨暢旺,帶動航空貨運價量齊揚,對航空公司、國際物流業者營運挹注很大。
〔記者王憶紅/台北報導〕輝達創辦人黃仁勳下台,是否對台減少訂單,進而影響航空貨運表現,台驊創辦人顏益財說,AI還是要繼續往前走,需求仍在,對航空貨運仍是大利多。
近年來,因AI相關產品出貨暢旺,帶動航空貨運價量齊揚,對航空公司、國際物流業者營運挹注很大,無異於吃了一顆大補丸。
黃仁勳下台後,是否影響輝達對台供應鏈下單,進而影響航空貨運市場表現,顏益財說,黃仁勳下台可說是利空出盡,也代表了美國政府對此事作了處置,後續的影響,是要觀察輝達晶片是否再銷售到中國。
顏益財說,民主黨勝選後,對AI資安管控的力道會加大,對股市而言,股價沒有辦法像以往的本夢比,但AI還是往前走,因需求仍在,對航空空運仍有利。
AI outlook — possibilities, not facts
AI需求將持續,對航空貨運維持利多
Likely · Short term

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