미국형이 돌아왔다 - x톡 말고 테크토크(Tech Talk)하러 돌아온 월스트리트의 Dan Ives 댄아이브스!
📢미국 테크주와 AI 시장을 미국형한테 들어보자! ✨👀 DeepSeek, ChatGPT, 팔란티어? 테슬라? 애플?
00:00 인트로
00:13 오프닝
00:40 프렌즈 소개 Dan Ives
01:02 스타게이트와 딥시크 이슈
02:16 OKLO(오클로?) 왜 핫한 미국 주식?
03:30 테크주(Tech Stocks)와 팔란티어(PLTR)?
05:01 팔란티어는 저평가? 고평가?
06:23 테슬라(TSLA)& 중국배터리 공급망? 트럼프에 배팅한 머스크?
08:35 옵티머스(Optimus) - 테슬라 휴머노이드 로봇
09:50 애플(APPL)의 혁신은 끝? 평가는?
12:20 애플의 AI와 앱?
#댄아이브스 #deepseek #AI파티 #하나프렌즈 Receive SMS online on sms24.me
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