全市場都在等老黃演講，但 Computex 真正考驗的是 AI 硬體股

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全市場都在等老黃演講，但 Computex 真正考驗的是 AI 硬體股

Computex 不是科技秀，而是 AI 硬體股的壓力測試：Rubin 出貨後，市場要看的是誰還能被重新定價

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