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EP09|AI電動車及車聯網創新啟動財富新商機

EP09|AI電動車及車聯網創新啟動財富新商機

財經這樣玩

2022/08/19 | 00:28:57 | SoundOn #business




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這次我們再次邀請到合庫投信投資長,同時擁有美國紐約大學碩士及美國麻省理工學院雙碩士學位的陳信嘉(Henry)來探討AI電動車及車聯網創的新商機。電動汽車成長快速,全球電動車供應鏈有哪些?傳統汽車製造商有哪些衝擊? 新的電動汽車製造商比較有優勢嗎?和未來的發展如何?AI電動車及車聯網該如何投資及佈局?

We once again invited Henry Chen, Chief Investment Officer of Taiwan Cooperative Mutual Funds. Henry holds a double master's degree from New York University and MIT. He’s here this week to discuss new business opportunities created by AI electric vehicles and car IoT as electric vehicles are growing rapidly. What are the global electric vehicle supply chains? What are the shocks to traditional automakers? Do new EV manufacturers have a comparative advantage? And what is the future development? How do we invest and in this growing trend?