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英特爾在流血，AMD 在狂歡！揭秘蘇媽如何用十年時間完成一場史詩級復仇。股價翻100倍的背後真相！變成英偉達唯一的噩夢？😱💸

商業觀察 • December 19, 2025
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商業觀察

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你看到的是名人的高光時刻🌟，我們拆解的是高光背後的商業邏輯🧠。名人商業解密，專註解碼投資大佬、科技新貴的商業版圖🗺️。用硬核視角，扒開半導體、金融等賽道的風雲往事📜，還原大佬們的關鍵抉擇與成敗啓示💡。訂閱我，讀懂名人商業故事里的賺錢思維！

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你敢信？這家曾經股價跌到1.6美元、賣樓求生的「垃圾股」，如今竟成了AI戰場上唯一能讓黃仁勳睡不著覺的對手！🤯 在這個AI瘋狂爆發的年代，除了英偉達，還有一家公司正在上演史詩級的逆襲。從被英特爾按在地上摩擦，到蘇媽（Lisa Su）掌舵後的絕地反擊。本期影片帶你深度復盤AMD長達50年的恩怨情仇，看蘇媽如何用「膠水芯片」打爆英特爾牙膏廠，又如何通過收購賽靈思和ZT Systems，給老黃來了一記背刺！這不僅是商業戰爭，更是兩個台南華裔的巔峰對決！💥 覺得AMD能反超英偉達嗎？在評論區告訴我！別忘了訂閱，下期我們聊聊在背後默默數錢的包租公台積電！👇🔔 00:00:00 華裔雙雄：黃仁勳與蘇姿豐的宿命對決與親戚關係 ⚔️ 00:02:31 硅谷往事：從仙童叛徒到英特爾的「備胎」小跟班 👶 00:06:53 豪賭代價：吞併ATI後的至暗十年與賣樓求生 📉 00:08:32 救世主登場：蘇媽如何用Zen架構踩爆英特爾牙膏？ 🚀 00:10:43 資本魔術：用股票空手套白狼，490億收購賽靈思的真相 💰 00:13:00 絕地反擊：MI300與ZT Systems，AMD的三把AI屠龍刀 🗡️ 00:15:06 結局逆轉：英特爾的流血虧損與AMD的3000億帝國 👑 #AMD#英偉達#NVIDIA#黃仁勳#蘇姿豐#Lisa Su#AI芯片#人工智能#美股 #英特爾#Intel#MI300#顯卡#商業故事#科技股#逆襲#投資理財#半導體 #台積電#股價翻倍

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