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요약
《萬里富》建議，憂AI過熱者可關注實體工業或AI供應鏈，點名台積電、洛克希德馬丁。台積電憑技術獨佔高階AI晶片代工，受惠算力需求爆發，潛力巨大。洛克希德馬丁則因地緣政治緊張，握有穩定國防訂單，獲利穩健、估值合理。兩者皆具獨佔優勢與穩定訂單，適合長線布局，十年後可望獲利。
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If you click 'Accept all', we and our partners, including 251 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …