[오프더마켓] 오늘 새벽, 엔비디아 예언을 확인할 수 있습니다 | 잭슨홀 아스테라랩 아날로그디바이스
일주일간 마켓의 비하인드 스토리를 알려주는 본격 시황 토크쇼 [오프더마켓]00:00 오프더마켓 시작합니다
00:46 지난주 마켓 - 잭슨홀 이후 엔비디아 대기
02:41 섹터별로 보면 - 인하 기대감으로 나뉜 수익률
04:10 질문 답변 1 - 잭슨홀 리뷰와 엔비디아 실적 발표 대응
11:09 질문 답변 2 - AMD, Astera Labs, Arista Networks
16:35 Old vs New Economy - 사무실은 줄고 데이터 센터는 늘고
17:47 Old vs New Economy - 무형 자산은 줄고 유형 자산은 늘고
18:22 AI 혁신 - IT 혁신과 동일
20:05 그래서... 아날로그 디바이스! 그리고... 제조업!
26:01 오늘 오프더마켓 요약
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YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
