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    <title>Optionshare 選擇幫 - AI及EV</title>
    <link>https://mail.optionshare.tw/forum-59-1.html</link>
    <description>Latest 20 threads of AI及EV</description>
    <copyright>Copyright(C) Optionshare 選擇幫</copyright>
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    <lastBuildDate>Tue, 26 May 2026 22:13:43 +0000</lastBuildDate>
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      <title>Optionshare 選擇幫</title>
      <link>https://mail.optionshare.tw/</link>
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    <item>
      <title>美光估值被調這麼高</title>
      <link>https://mail.optionshare.tw/thread-6392-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/hk/post/73652650/micron-escaping-the-cyclicality-curse-ubs-group-sets-lofty-1600?chain_id=boavvRHZa2Qbvv.1l1bk50&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A% ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 26 May 2026 16:58:07 +0000</pubDate>
    </item>
    <item>
      <title>貝佐斯說不用擔心AI泡沫，即使……</title>
      <link>https://mail.optionshare.tw/thread-6388-1-1.html</link>
      <description><![CDATA[https://www.cnbc.com/2026/05/20/global-market-reordering-is-accelerating-as-the-ai-rally-gains-pace.html]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Wed, 20 May 2026 13:23:39 +0000</pubDate>
    </item>
    <item>
      <title>Gemini 3.5</title>
      <link>https://mail.optionshare.tw/thread-6386-1-1.html</link>
      <description><![CDATA[作爲Gemini模型中的輕量級新成員，Gemini 3.5 Flash具備尖端的技術能力，定價僅爲同類前沿模型的一半，在某些情況下甚至低至三分之一。谷歌宣佈，Gemini 3.5 Flash將成爲 Gemini App以及谷歌搜索功能中「AI 模式」的全球默認模型。谷歌稱，已加強了Gemini 3.5 Flash 的 ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Wed, 20 May 2026 12:36:12 +0000</pubDate>
    </item>
    <item>
      <title>5/20谷歌io年會代動的產業及公司</title>
      <link>https://mail.optionshare.tw/thread-6385-1-1.html</link>
      <description><![CDATA[https://q.futunn.com/feed/116600320229780?chain_id=SoxVclzWZEFhGA.1l0oikv&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A%22news.futunn.com%2Fhk%2Fmain%22%2C%22b%22%3A%22CTA_conversion%22%7D&amp;src=3]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 19 May 2026 11:45:07 +0000</pubDate>
    </item>
    <item>
      <title>DRAM price may go down in 2028</title>
      <link>https://mail.optionshare.tw/thread-6384-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/hk/post/73324357/former-head-of-samsung-s-chip-division-memory-prices-will?chain_id=ujZor1bJ8foDEX.1l0ohb7&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A%22news ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 19 May 2026 11:14:58 +0000</pubDate>
    </item>
    <item>
      <title>台積電三層cake架構: 算力、封裝、光互聯</title>
      <link>https://mail.optionshare.tw/thread-6383-1-1.html</link>
      <description><![CDATA[https://q.futunn.com/feed/116595232735236?chain_id=D1ZKegiRp2cM3g.1l0m4lj&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A%22news.futunn.com%2Fhk%2Fmain%22%2C%22b%22%3A%22CTA_conversion%22%7D&amp;src=3]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Mon, 18 May 2026 13:28:06 +0000</pubDate>
    </item>
    <item>
      <title>從「Chatbot」向「AI Agent」躍遷</title>
      <link>https://mail.optionshare.tw/thread-6382-1-1.html</link>
      <description><![CDATA[騰訊高級執行副總裁、雲與智慧產業事業群CEO湯道生也表示，當前人工智能的應用範式正從「Chatbot」向「AI Agent」躍遷。未來，每一個個體、每一家企業都能借助標準化工具，快速搭建專屬智能體應用，共同構築一個去中心化、高度繁榮的Agent生態。
 ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Mon, 18 May 2026 13:19:36 +0000</pubDate>
    </item>
    <item>
      <title>AI-Ran: 諾基亞的故事</title>
      <link>https://mail.optionshare.tw/thread-6381-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/post/73080828/weekend-reading-up-110-year-to-date-the-once-forgotten?chain_id=lSXKsHWzpezCZN.1l0i66b&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A%22news.futun ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sun, 17 May 2026 01:33:53 +0000</pubDate>
    </item>
    <item>
      <title>野村看好三星及海力士的股價</title>
      <link>https://mail.optionshare.tw/thread-6380-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/hk/post/73209261/this-time-it-s-truly-different-nomura-embrace-the-ai?chain_id=rk34CLsk0LGnCz.1l0i52t&amp;data_ticket=1778891959994470&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22 ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sun, 17 May 2026 01:13:55 +0000</pubDate>
    </item>
    <item>
      <title>Token工廠</title>
      <link>https://mail.optionshare.tw/thread-6379-1-1.html</link>
      <description><![CDATA[「Token工廠」（詞元工廠／AI工廠）是由輝達（NVIDIA）執行長黃仁勳提出的概念。它將傳統儲存與計算為主的「資料中心」重新定義為生產AI最小語義單位（Token / 符元）的「生產流水線」。此概念象徵AI產業正式進入「推論經濟」與量產時代。核心概念：資料中心轉型產品的 ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sat, 16 May 2026 06:19:40 +0000</pubDate>
    </item>
    <item>
      <title>記憶體的超級周期對三星海力士而言可能延到2027</title>
      <link>https://mail.optionshare.tw/thread-6376-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/post/72468080/ai-cpus-are-driving-up-demand-for-ddr5-memory-and?chain_id=JzYAHjxY03lGC9.1kvc4up&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A%22news.futunn.com ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sat, 02 May 2026 15:15:17 +0000</pubDate>
    </item>
    <item>
      <title>三星一年要賺200bn美金，是operting profits?</title>
      <link>https://mail.optionshare.tw/thread-6371-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/post/71136827/samsung-forecasts-a-755-surge-in-operating-profit-for-the?chain_id=Ta78hp7oVfjh8y.1kt97oq&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A%22news.fu ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 07 Apr 2026 06:11:38 +0000</pubDate>
    </item>
    <item>
      <title>四大科技公司2026年的AI預算為台灣一年預算的六倍</title>
      <link>https://mail.optionshare.tw/thread-6367-1-1.html</link>
      <description><![CDATA[https://finance.yahoo.com/news/meta-and-amd-announce-6-gigawatt-gpu-deal-as-part-of-ai-buildout-120013754.html]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 24 Feb 2026 14:30:16 +0000</pubDate>
    </item>
    <item>
      <title>openAI 會在2030年現金流轉正</title>
      <link>https://mail.optionshare.tw/thread-6366-1-1.html</link>
      <description><![CDATA[https://news.futunn.com/post/69079981/what-does-it-signal-openai-significantly-lowers-its-computing-power?chain_id=5Hq-ImIDEzGG_X.1kpm9mf&amp;futusource=news_headline_list&amp;global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A1%2C%22f%22%3A ...]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sun, 22 Feb 2026 15:56:10 +0000</pubDate>
    </item>
    <item>
      <title>海力士電話會議</title>
      <link>https://mail.optionshare.tw/thread-6365-1-1.html</link>
      <description><![CDATA[https://wallstreetcn.com/articles/3765932

20260220]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sat, 21 Feb 2026 08:58:34 +0000</pubDate>
    </item>
    <item>
      <title>OpenClaw 的AI代理</title>
      <link>https://mail.optionshare.tw/thread-6362-1-1.html</link>
      <description><![CDATA[https://www.elitetrader.com/et/threads/openclaw-the-viral-ai-agent-that-broke-the-internet-peter-steinberger-on-lex-fridman-podcast.388754/]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 17 Feb 2026 13:14:50 +0000</pubDate>
    </item>
    <item>
      <title>AI的一些最新發展特別是對程式員的影響及工作量的影響</title>
      <link>https://mail.optionshare.tw/thread-6361-1-1.html</link>
      <description><![CDATA[https://www.youtube.com/watch?v=gHjLnhYNdi8&amp;t=153s]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sat, 14 Feb 2026 02:55:55 +0000</pubDate>
    </item>
    <item>
      <title>Ремонт Двигателей В Москве</title>
      <link>https://mail.optionshare.tw/thread-6360-1-1.html</link>
      <description><![CDATA[Диагностика двигателя позволяет определить цену последующих восстановительных работ и установить характер неисправности http://dmalmotors.ru/r ...]]></description>
      <category>AI及EV</category>
      <author>EmanuelFuern</author>
      <pubDate>Fri, 13 Feb 2026 11:46:16 +0000</pubDate>
    </item>
    <item>
      <title>軟體公司會被AI取代?</title>
      <link>https://mail.optionshare.tw/thread-6359-1-1.html</link>
      <description><![CDATA[https://www.youtube.com/watch?v=oJDgTLNh2oU]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Sun, 08 Feb 2026 08:45:19 +0000</pubDate>
    </item>
    <item>
      <title>美光的未來性</title>
      <link>https://mail.optionshare.tw/thread-6357-1-1.html</link>
      <description><![CDATA[https://www.youtube.com/watch?v=Yu5S5P0P5Qw&amp;t=4s


Introduction: The Next AI Giant?​
The video opens with the thesis that while Nvidia dominates headlines, the biggest bottleneck in AI is no longer compute, but memory. Micron, based in Boise, Idaho, .]]></description>
      <category>AI及EV</category>
      <author>sec2100</author>
      <pubDate>Tue, 03 Feb 2026 06:47:41 +0000</pubDate>
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