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台股頻創新高，散戶瘋狂追捧 AI 概念股之際，Meta 卻傳出將啟動「Meta Compute」出租算力計畫，引發市場恐慌：難道 AI 晶片缺貨的神話要破滅了？ 騰旭投資長程正樺（艦長）在節目中一針見血指出，Meta 與 xAI 過去兩年買了一大堆算力，卻因為自身模型太爛而淪為 ...
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