{ "text": "這兩天大家熱意的新聞是台積電有沒有可能被英特爾威脅?因為英特爾的封測EMIB的良率來到90%。可以說這個數字震撼業績。所以問一下吳總,它的EMIB真的很厲害嗎?\n第一個EMIB,如果從技術的角度來講,它是比COVAS厲害。\n技術的角度比COVAS厲害?\n对 因为COVAS是主要\n其实COVAS也是在AI的时代\n出来的一个封装\n它是一个很大的一个封装\n所以它有一个非常大面积的中介层\n它很大面积的\n就是它底下的大面积的\nsilicon base在那里\n要细穿孔 那很大\n然后放了GPU\n旁边再放HBM的DRAM这样\n这么多的\n那这个部分呢\n這個封裝其實進入門檻很高\n因為台積電\nCOAS的進入門檻很高\nCOAS進入很高\n那只有台積電可以做\n台積電也是花了很多時間\n當然COAS的良率是都非常好\n為什麼呢\n這個封裝坦白講\n封裝的良率最主要在哪裡\n那個GPU很貴\n萬一封裝壞了以後\n那個成本是高得不得了\n所以Intel的EMIV\n封装的良率是90%\n但是90%还不够好\n但是它成本只有COAS一半\n对 成本50%而已\n那这样我们简单的来讲\n这个EMIB的技术是\n它等于是小晶片的一个互联\n那它透过一些矽巧\n矽巧\n矽巧 Silicon Bridge\n就是矽巧\nSilicon Bridge它是怎么样呢\n它跟COAS不一样\nCOAS是整片的一个\n就是等于那个silicon base在底下\n它是在窄板上面\n这个EMIP在窄板上\n挖出一些小小的一个洞\n那这些挖出来以后\n再把那个矽桥\n就是silicon bridge放进去\n那它的困难在哪里\n因为放进去以后\n然后它当然可以在晶片连接\n那个连接的话就是\n晶片之间它的那个路径是非常短了\n而且非常有效力\n也不会花那么多热\n但是问题是在\n你要把它埋进去\n什么埋进去\n是细桥埋进去\n细桥在那个窄板上面要挖洞\n然后埋进去\n这个困难度很高\n那细桥的概念我想问\n是不是就是晶片和晶片之间的一个连接的道路\n对 没有错\n然后要把那个道路埋进去很难吗\n對 要埋進去非常難\n因為那個線路很多\n那你要埋進去之間\n然後另外還有一個問題\n就是說那個載板\n跟那個細橋之間\n會有一些膨脹係數的不一樣\n那個也是有問題\n目前它的量力最大的問題\n就是在載板裡面\n把那個就是把細橋放進去\n它的量力現在大概50%而已\n那EMIB的這些載板的\n主要的供應商\n所以因为它的基板燃绿就50%\n所以影响到它整个\nE-M&IBT的封装的燃绿\n只能到90%\n所以基板是关键\n对 这个是关键\n所以它基板里\n就是像Intel以前主要摘板\n像日本的EV-Den\n台湾的新兴电子\n这个都是它主要的供应商\n好 那刚刚有谈到矽桥\n矽桥是谁供应的呢\n在Intel的矽桥这个部分\n是由联电做的\n我们来看一下连电的股价\n2303的连电\n连电股价在今天是上涨0.42%\n其实这一波它有涨过一波了\n我们来看日K线\n它是从低档来到半年线之后\n往上进行反弹\n在这个地方震荡整理\n不过有另外一档跟英特尔的\n封装息息相关的利基电在今天打涨\n我们来看一下利基电\n在今天是亮灯涨停满\n据说它是独家供应英特尔EIBT\n所谓的细电容这个部分\n所以因为它独家供应细电容\n所以骨架供到了掌听\n我来问细电容在整个封庄里头\n又扮演什么角色\n它细电容是这样\n因为我们电容\n现在当然像什么国具和生堂\n他们做的是MLCC\nMLCC\n就是陶瓷基层电容\n那这个细电容是直接在半导体制程\n做出来的\n它直接就是可以跟IC之间\n封裝在一起\n所以EMIB\n就是说你EMIB的话\n跟封裝做在一起\n细电容那个效率就会\n等于整个电路的效率会非常的高\n那也不是只有利基电\n像供给细电容的公司是非常多\n但是据说Intel是由利基电独家供应\n对 主要它绑住了这个部分\n那我们要讲EMIB\n现在大家有一个比较\n对台积电比较大的威胁\n是联发科刚开完\n联发科下单给Intel\n对 蔡立行她就公告了\n因为联发科替Google做TPU-9\n那TPU-9它采用的封装\n它会采用EMIV-T\n那EMIV呢\nEMIV-T也拿到蛮多大单子\nGoogle的单子\n对对\n然后包括联发科的单子\n甚至外面一直传\n挥大的单子要给他\n部分的单子要给他\n对 他现在是这样\n主要是蔡立行从他的口中透露出\n他们已经研究\n就是事实上在开发\n这个EMIV的封装很久\n然后他觉得解决了很多问题\n他确认2028年\n可以用EMIV来封装谷歌的TPU\n好 那回到股价\n我们来看Intel和台积电的股价\n来创新\n从股价的角度来看\n你怎么做观察\n对 我讲其实现在就变成说\n外资跟内资的基调完全不一样\n我们先来看我们最喜欢的台积电\n台积电下面放外资\n其实外资在这边除了控盘之外\n我先说其实外资是一直在调节台积电\n因为外资他们现在什么\n开始在回防这个所谓的Intel\n所以以外资角度来\n全体一路卖\n所以外资改去买Intel了吗\n对 外资其实卖的\n他卖的台積電\n从本来73%到74%的持股比例\n现在卖到69%\n我算过将近快100万张\n然后英特尔反而持股结构\n法人的单越来越多\n所以如果说看台積电\n单单看本身\n就是退辅基金\n劳动基金\n受险国贷金 富邦金\n全部都买它\n但这个就是这样子\n所以看左边\n退辅基金\n国贷富邦\n通通都在买台積电\n所以我们自己的台積电\n我们自己买\n因为你台电过去\n应该说\n自己的台机自己救\n但我们来看一下英特尔\n花尔街包括科技巨头\n现在都大力做多英特尔\n对而且做多英特尔\n当然是就是川普\n那再来说美国制造\n那他们讲的在概念就是说\n英特尔具备转型的力道\n英特尔大家不要这样看\n今年大概从四五十块\n一口气飙到150\n现在又回来了\n可是包含\n回答当然嘛\n合作自己投嘛\n那贝莱德先锋离航\n这些是做ETF了\n他們也有持有\n大家可以看到有沒有\n拉長一點\n從今年度大概四十幾塊\n一口氣飆到142\n你看現在又會貨回100\n所以Intel今年度漲幅確實是比較大\n那現在回到90到100之後\n現在外資這些投行又說\n基本上他們認為台...\n所以我最後換到右下角\n其實除了這種所謂的投行之外\n幾個美國的公開分析師\n包含那個Jim Campbell\n美銀的集團\n通通都調高這種所謂台積\nIntel的目標價\n從110條到160\n所以現在大概90幾塊\n所以基本上他們認為空間比較大\n反而對於所謂的台積電來講\n現在的外資是側\n所以我覺得最後講了一個\n為什麼外資側台積電\n因為他們沒有想到台積電\n長這麼快\n因為他們都給他3000塊的目標價\n可是涨到2500他觉得空间有限嘛\n所以回过头来\n卖台机买Intel\nIntel现在回档之后\n我觉得就是极其的表现\n各位投资朋友们大家好\n我是阿关\n有一个很好的好消息跟大家分享\n是因为最近的股市大涨大跌\n动辄涨千点动辄跌千点\n很多人说选股票真的难度很高\n而且头很痛\n这样的情况之下呢\n我们即将举行一场\n不再选股必胜数\n你不做什么就能够赚大钱\n那我家里还在待一期\n时间就在8月15号\n特别是我们邀请到\n毕胜教主周冠南老师\n老师你好\n我们现在为您视讯来解教老师\n老师你好\n培娟好\n各位听众大家好\n老师你曾经公开说过\n你说投资没有捷径\n但有公式\n在8月15号这场论坛当中\n你会分享公式吗\n当然我常常跟人家讲说\n投资是一门科学\n是有数学的最佳解的\n那当然当天我会把这个解方\n跟大家讲\n它确实是有公式的\n而且是一个轻松的公式\n我想大家都可以理解的\n好 所以有人说我们想躺平转\n那另外呢\n有很多人说\n我根本已经没有钱投资了\n或者已经套牢了\n甚至也没时间做功课\n那么现在很多人都很想早退休\n但是又怕没有钱\n又活得很久\n你知道吗\n很担心\n这样的情况之下\n老师你说\n这些问题都有解\n在8月15号的论坛当中\n会提供解方吗\n当然\n我常常跟人家讲\n最好的投資時間是20年前\n其次就是現在\n因為你因為沒有錢就不投資\n你的未來只會越來越沒希望\n那我覺得沒有錢這件事情\n其實是一個心理作用\n你的錢比你想像要來的多\n因為你常會浪費掉很多錢\n所以在這一堂講座裡面\n我會特別跟各位講怎麼樣控制自己\n然後讓自己成為一個長期投資者\n我覺得這是很重要\n那你的退休才跟你的投資\n可以連接在一起\n要不然现在长寿风险\n这么的严重\n我想投资是你一辈子\n应该要关注的事情\n好 所以阿关也好想提早退休\n所以8月15号\n老师我们现场见\n当然我们也希望所有的投资人\n在8月15号跟我们在现场\n能够跟老师交流\n请你现在马上拿起点手机\n扫描我们的报名系统QR Code\n扫描了QR Code之后\n进入我们报名系统\n赶快报名\n因为这个座位非常非常的少\n那么时间呢\n论坛的时间是在8月15号\n在台北举行\n要跟周冠南老师请教的\n要跟周冠南老师面对面的\n我们在8月15号现场见\n周一到周五晚上九点到十一点\n问我什么事", "language": "zh", "duration": 705.58475, "segments": [ { "start": 0.0, "end": 16.5, "text": "這兩天大家熱意的新聞是台積電有沒有可能被英特爾威脅?因為英特爾的封測EMIB的良率來到90%。可以說這個數字震撼業績。所以問一下吳總,它的EMIB真的很厲害嗎?", "chunk": 0, "language": "zh", "avg_logprob": -0.231081451688494, "no_speech_prob": 8.366711837237695e-12, "compression_ratio": 1.220472440944882 }, { "start": 16.5, "end": 23.0, "text": "第一個EMIB,如果從技術的角度來講,它是比COVAS厲害。", "chunk": 0, "language": "zh", "avg_logprob": -0.231081451688494, "no_speech_prob": 8.366711837237695e-12, "compression_ratio": 1.220472440944882 }, { "start": 23.0, "end": 25.0, "text": "技術的角度比COVAS厲害?", "chunk": 0, "language": "zh", "avg_logprob": -0.231081451688494, "no_speech_prob": 8.366711837237695e-12, "compression_ratio": 1.220472440944882 }, { "start": 25.0, "end": 27.94, "text": "对 因为COVAS是主要", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 27.94, "end": 32.16, "text": "其实COVAS也是在AI的时代", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 32.16, "end": 34.54, "text": "出来的一个封装", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 34.54, "end": 36.76, "text": "它是一个很大的一个封装", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 36.76, "end": 39.52, "text": "所以它有一个非常大面积的中介层", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 39.52, "end": 40.88, "text": "它很大面积的", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 40.88, "end": 42.98, "text": "就是它底下的大面积的", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 42.98, "end": 44.68, "text": "silicon base在那里", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 44.68, "end": 46.3, "text": "要细穿孔 那很大", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 46.3, "end": 47.5, "text": "然后放了GPU", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 47.5, "end": 50.82, "text": "旁边再放HBM的DRAM这样", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 50.82, "end": 51.68, "text": "这么多的", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 51.68, "end": 53.36, "text": "那这个部分呢", "chunk": 0, "language": "zh", "avg_logprob": -0.19243362768372493, "no_speech_prob": 1.7020445816640084e-11, "compression_ratio": 1.256916996047431 }, { "start": 53.36, "end": 56.68, "text": "這個封裝其實進入門檻很高", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 56.68, "end": 57.74, "text": "因為台積電", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 57.74, "end": 58.76, "text": "COAS的進入門檻很高", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 58.76, "end": 59.96, "text": "COAS進入很高", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 59.96, "end": 61.66, "text": "那只有台積電可以做", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 61.66, "end": 64.9, "text": "台積電也是花了很多時間", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 64.9, "end": 67.94, "text": "當然COAS的良率是都非常好", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 67.94, "end": 69.04, "text": "為什麼呢", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 69.04, "end": 70.5, "text": "這個封裝坦白講", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 70.5, "end": 73.32, "text": "封裝的良率最主要在哪裡", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 73.32, "end": 74.88, "text": "那個GPU很貴", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 74.88, "end": 77.06, "text": "萬一封裝壞了以後", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 77.06, "end": 79.48, "text": "那個成本是高得不得了", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 79.48, "end": 81.48, "text": "所以Intel的EMIV", "chunk": 0, "language": "zh", "avg_logprob": -0.14550771847577162, "no_speech_prob": 1.6887808859666897e-11, "compression_ratio": 1.32421875 }, { "start": 81.48, "end": 83.98, "text": "封装的良率是90%", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 83.98, "end": 86.78, "text": "但是90%还不够好", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 86.78, "end": 89.26, "text": "但是它成本只有COAS一半", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 89.26, "end": 90.72, "text": "对 成本50%而已", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 90.72, "end": 93.68, "text": "那这样我们简单的来讲", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 93.68, "end": 95.72, "text": "这个EMIB的技术是", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 95.72, "end": 98.32, "text": "它等于是小晶片的一个互联", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 98.32, "end": 101.12, "text": "那它透过一些矽巧", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 101.12, "end": 102.04, "text": "矽巧", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 102.04, "end": 103.8, "text": "矽巧 Silicon Bridge", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 103.8, "end": 105.12, "text": "就是矽巧", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 105.12, "end": 107.94, "text": "Silicon Bridge它是怎么样呢", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 107.94, "end": 109.66, "text": "它跟COAS不一样", "chunk": 0, "language": "zh", "avg_logprob": -0.18079293421072554, "no_speech_prob": 1.325855050748892e-11, "compression_ratio": 1.2049180327868851 }, { "start": 109.66, "end": 112.48, "text": "COAS是整片的一个", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 112.48, "end": 116.02, "text": "就是等于那个silicon base在底下", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 116.02, "end": 119.0, "text": "它是在窄板上面", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 119.0, "end": 121.04, "text": "这个EMIP在窄板上", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 121.04, "end": 124.02, "text": "挖出一些小小的一个洞", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 124.02, "end": 126.08, "text": "那这些挖出来以后", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 126.08, "end": 128.92, "text": "再把那个矽桥", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 128.92, "end": 131.44, "text": "就是silicon bridge放进去", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 131.44, "end": 133.3, "text": "那它的困难在哪里", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 133.3, "end": 135.5, "text": "因为放进去以后", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 135.5, "end": 137.58, "text": "然后它当然可以在晶片连接", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 137.58, "end": 139.02, "text": "那个连接的话就是", "chunk": 0, "language": "zh", "avg_logprob": -0.165264413376485, "no_speech_prob": 1.1374958266974211e-11, "compression_ratio": 1.2863070539419088 }, { "start": 139.02, "end": 142.74, "text": "晶片之间它的那个路径是非常短了", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 142.74, "end": 144.44, "text": "而且非常有效力", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 144.44, "end": 147.32, "text": "也不会花那么多热", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 147.32, "end": 149.04, "text": "但是问题是在", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 149.04, "end": 152.04, "text": "你要把它埋进去", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 152.04, "end": 153.86, "text": "什么埋进去", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 153.86, "end": 154.98, "text": "是细桥埋进去", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 154.98, "end": 158.16, "text": "细桥在那个窄板上面要挖洞", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 158.16, "end": 159.18, "text": "然后埋进去", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 159.18, "end": 160.42, "text": "这个困难度很高", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 160.42, "end": 162.02, "text": "那细桥的概念我想问", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 162.02, "end": 165.06, "text": "是不是就是晶片和晶片之间的一个连接的道路", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 165.06, "end": 165.66, "text": "对 没有错", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 165.66, "end": 167.86, "text": "然后要把那个道路埋进去很难吗", "chunk": 0, "language": "zh", "avg_logprob": -0.11018288599980341, "no_speech_prob": 1.2994522992360036e-11, "compression_ratio": 1.4351145038167938 }, { "start": 167.86, "end": 169.12, "text": "對 要埋進去非常難", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 169.12, "end": 170.8, "text": "因為那個線路很多", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 170.8, "end": 173.38, "text": "那你要埋進去之間", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 173.38, "end": 174.78, "text": "然後另外還有一個問題", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 174.78, "end": 176.8, "text": "就是說那個載板", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 176.8, "end": 178.52, "text": "跟那個細橋之間", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 178.52, "end": 181.42, "text": "會有一些膨脹係數的不一樣", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 181.42, "end": 183.34, "text": "那個也是有問題", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 183.34, "end": 185.88, "text": "目前它的量力最大的問題", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 185.88, "end": 188.14, "text": "就是在載板裡面", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 188.14, "end": 191.22, "text": "把那個就是把細橋放進去", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 191.22, "end": 193.4, "text": "它的量力現在大概50%而已", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 193.4, "end": 196.06, "text": "那EMIB的這些載板的", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 196.06, "end": 197.24, "text": "主要的供應商", "chunk": 0, "language": "zh", "avg_logprob": -0.16381631997915413, "no_speech_prob": 2.254744307927936e-11, "compression_ratio": 1.4038461538461537 }, { "start": 197.24, "end": 199.7, "text": "所以因为它的基板燃绿就50%", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 199.7, "end": 201.98, "text": "所以影响到它整个", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 201.98, "end": 204.16, "text": "E-M&IBT的封装的燃绿", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 204.16, "end": 205.06, "text": "只能到90%", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 205.06, "end": 206.56, "text": "所以基板是关键", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 206.56, "end": 208.06, "text": "对 这个是关键", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 208.06, "end": 209.06, "text": "所以它基板里", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 209.06, "end": 211.36, "text": "就是像Intel以前主要摘板", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 211.36, "end": 212.94, "text": "像日本的EV-Den", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 212.94, "end": 215.04, "text": "台湾的新兴电子", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 215.04, "end": 217.26, "text": "这个都是它主要的供应商", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 217.26, "end": 220.06, "text": "好 那刚刚有谈到矽桥", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 220.06, "end": 222.48, "text": "矽桥是谁供应的呢", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 222.48, "end": 224.22, "text": "在Intel的矽桥这个部分", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 224.22, "end": 226.38, "text": "是由联电做的", "chunk": 0, "language": "zh", "avg_logprob": -0.1976637529903615, "no_speech_prob": 1.567887139564128e-11, "compression_ratio": 1.3065693430656935 }, { "start": 226.38, "end": 227.72, "text": "我们来看一下连电的股价", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 227.72, "end": 228.92, "text": "2303的连电", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 228.92, "end": 232.14, "text": "连电股价在今天是上涨0.42%", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 232.14, "end": 234.08, "text": "其实这一波它有涨过一波了", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 234.08, "end": 235.1, "text": "我们来看日K线", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 235.1, "end": 239.9, "text": "它是从低档来到半年线之后", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 239.9, "end": 241.2, "text": "往上进行反弹", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 241.2, "end": 242.66, "text": "在这个地方震荡整理", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 242.66, "end": 245.54, "text": "不过有另外一档跟英特尔的", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 245.54, "end": 248.58, "text": "封装息息相关的利基电在今天打涨", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 248.58, "end": 249.66, "text": "我们来看一下利基电", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 249.66, "end": 251.12, "text": "在今天是亮灯涨停满", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 251.12, "end": 254.5, "text": "据说它是独家供应英特尔EIBT", "chunk": 0, "language": "zh", "avg_logprob": -0.12497906226896296, "no_speech_prob": 2.520526322380423e-11, "compression_ratio": 1.369718309859155 }, { "start": 254.5, "end": 257.26, "text": "所谓的细电容这个部分", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 257.26, "end": 259.2, "text": "所以因为它独家供应细电容", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 259.2, "end": 260.44, "text": "所以骨架供到了掌听", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 260.44, "end": 263.02, "text": "我来问细电容在整个封庄里头", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 263.02, "end": 264.0, "text": "又扮演什么角色", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 264.0, "end": 265.36, "text": "它细电容是这样", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 265.36, "end": 267.08, "text": "因为我们电容", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 267.08, "end": 269.54, "text": "现在当然像什么国具和生堂", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 269.54, "end": 271.12, "text": "他们做的是MLCC", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 271.12, "end": 272.0, "text": "MLCC", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 272.0, "end": 275.1, "text": "就是陶瓷基层电容", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 275.1, "end": 279.36, "text": "那这个细电容是直接在半导体制程", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 279.36, "end": 280.24, "text": "做出来的", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 280.24, "end": 284.36, "text": "它直接就是可以跟IC之间", "chunk": 0, "language": "zh", "avg_logprob": -0.14853735973960475, "no_speech_prob": 1.6951951994914616e-11, "compression_ratio": 1.3840304182509506 }, { "start": 284.36, "end": 285.92, "text": "封裝在一起", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 285.92, "end": 287.64, "text": "所以EMIB", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 287.64, "end": 289.4, "text": "就是说你EMIB的话", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 289.4, "end": 291.9, "text": "跟封裝做在一起", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 291.9, "end": 294.02, "text": "细电容那个效率就会", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 294.02, "end": 297.54, "text": "等于整个电路的效率会非常的高", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 297.54, "end": 300.76, "text": "那也不是只有利基电", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 300.76, "end": 304.24, "text": "像供给细电容的公司是非常多", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 304.24, "end": 307.58, "text": "但是据说Intel是由利基电独家供应", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 307.58, "end": 310.58, "text": "对 主要它绑住了这个部分", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 310.58, "end": 313.0, "text": "那我们要讲EMIB", "chunk": 0, "language": "zh", "avg_logprob": -0.18946920347607826, "no_speech_prob": 1.5259214031226875e-11, "compression_ratio": 1.2396694214876034 }, { "start": 313.0, "end": 314.72, "text": "现在大家有一个比较", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 314.72, "end": 317.24, "text": "对台积电比较大的威胁", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 317.24, "end": 319.0, "text": "是联发科刚开完", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 319.0, "end": 320.7, "text": "联发科下单给Intel", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 320.7, "end": 322.94, "text": "对 蔡立行她就公告了", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 322.94, "end": 327.74, "text": "因为联发科替Google做TPU-9", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 327.74, "end": 330.46, "text": "那TPU-9它采用的封装", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 330.46, "end": 332.52, "text": "它会采用EMIV-T", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 332.52, "end": 334.38, "text": "那EMIV呢", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 334.38, "end": 336.32, "text": "EMIV-T也拿到蛮多大单子", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 336.32, "end": 337.32, "text": "Google的单子", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 337.32, "end": 337.84, "text": "对对", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 337.84, "end": 339.78, "text": "然后包括联发科的单子", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 339.78, "end": 340.88, "text": "甚至外面一直传", "chunk": 0, "language": "zh", "avg_logprob": -0.1305528087000693, "no_speech_prob": 1.6143676673241458e-11, "compression_ratio": 1.223938223938224 }, { "start": 340.88, "end": 342.24, "text": "挥大的单子要给他", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 342.24, "end": 343.56, "text": "部分的单子要给他", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 343.56, "end": 344.58, "text": "对 他现在是这样", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 344.58, "end": 348.82, "text": "主要是蔡立行从他的口中透露出", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 348.82, "end": 351.2, "text": "他们已经研究", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 351.2, "end": 353.4, "text": "就是事实上在开发", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 353.4, "end": 356.06, "text": "这个EMIV的封装很久", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 356.06, "end": 359.3, "text": "然后他觉得解决了很多问题", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 359.3, "end": 361.84, "text": "他确认2028年", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 361.84, "end": 366.14, "text": "可以用EMIV来封装谷歌的TPU", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 366.14, "end": 367.62, "text": "好 那回到股价", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 367.62, "end": 370.5, "text": "我们来看Intel和台积电的股价", "chunk": 0, "language": "zh", "avg_logprob": -0.14142199530117755, "no_speech_prob": 2.324474120130038e-11, "compression_ratio": 1.1794871794871795 }, { "start": 370.5, "end": 371.1, "text": "来创新", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 371.1, "end": 372.84, "text": "从股价的角度来看", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 372.84, "end": 373.62, "text": "你怎么做观察", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 373.62, "end": 375.72, "text": "对 我讲其实现在就变成说", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 375.72, "end": 379.28, "text": "外资跟内资的基调完全不一样", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 379.28, "end": 381.0, "text": "我们先来看我们最喜欢的台积电", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 381.0, "end": 382.94, "text": "台积电下面放外资", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 382.94, "end": 385.08, "text": "其实外资在这边除了控盘之外", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 385.08, "end": 388.24, "text": "我先说其实外资是一直在调节台积电", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 388.24, "end": 389.72, "text": "因为外资他们现在什么", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 389.72, "end": 392.26, "text": "开始在回防这个所谓的Intel", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 392.26, "end": 393.92, "text": "所以以外资角度来", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 393.92, "end": 395.72, "text": "全体一路卖", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 395.72, "end": 398.28, "text": "所以外资改去买Intel了吗", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 398.28, "end": 399.8, "text": "对 外资其实卖的", "chunk": 0, "language": "zh", "avg_logprob": -0.1507237682026394, "no_speech_prob": 2.3641356233783384e-11, "compression_ratio": 1.4451827242524917 }, { "start": 399.8, "end": 402.7, "text": "他卖的台積電", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 402.7, "end": 405.74, "text": "从本来73%到74%的持股比例", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 405.74, "end": 407.18, "text": "现在卖到69%", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 407.18, "end": 408.84, "text": "我算过将近快100万张", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 408.84, "end": 410.56, "text": "然后英特尔反而持股结构", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 410.56, "end": 412.5, "text": "法人的单越来越多", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 412.5, "end": 414.46, "text": "所以如果说看台積电", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 414.46, "end": 415.5, "text": "单单看本身", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 415.5, "end": 417.2, "text": "就是退辅基金", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 417.2, "end": 418.3, "text": "劳动基金", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 418.3, "end": 420.24, "text": "受险国贷金 富邦金", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 420.24, "end": 421.3, "text": "全部都买它", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 421.3, "end": 422.78, "text": "但这个就是这样子", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 422.78, "end": 423.68, "text": "所以看左边", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 423.68, "end": 425.1, "text": "退辅基金", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 425.1, "end": 426.64, "text": "国贷富邦", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 426.64, "end": 427.98, "text": "通通都在买台積电", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 427.98, "end": 429.62, "text": "所以我们自己的台積电", "chunk": 0, "language": "zh", "avg_logprob": -0.16691446576799665, "no_speech_prob": 3.233506171151923e-11, "compression_ratio": 1.3298245614035087 }, { "start": 429.62, "end": 430.76, "text": "我们自己买", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 430.76, "end": 432.18, "text": "因为你台电过去", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 432.18, "end": 433.28, "text": "应该说", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 433.28, "end": 434.42, "text": "自己的台机自己救", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 434.42, "end": 435.92, "text": "但我们来看一下英特尔", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 435.92, "end": 437.76, "text": "花尔街包括科技巨头", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 437.76, "end": 439.32, "text": "现在都大力做多英特尔", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 439.32, "end": 440.42, "text": "对而且做多英特尔", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 440.42, "end": 441.76, "text": "当然是就是川普", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 441.76, "end": 443.26, "text": "那再来说美国制造", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 443.26, "end": 444.88, "text": "那他们讲的在概念就是说", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 444.88, "end": 447.72, "text": "英特尔具备转型的力道", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 447.72, "end": 448.72, "text": "英特尔大家不要这样看", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 448.72, "end": 450.02, "text": "今年大概从四五十块", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 450.02, "end": 451.3, "text": "一口气飙到150", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 451.3, "end": 452.64, "text": "现在又回来了", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 452.64, "end": 454.0, "text": "可是包含", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 454.0, "end": 454.82, "text": "回答当然嘛", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 454.82, "end": 456.52, "text": "合作自己投嘛", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 456.52, "end": 458.2, "text": "那贝莱德先锋离航", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 458.2, "end": 459.58, "text": "这些是做ETF了", "chunk": 0, "language": "zh", "avg_logprob": -0.17750808241453814, "no_speech_prob": 3.974578652310434e-11, "compression_ratio": 1.3846153846153846 }, { "start": 459.58, "end": 460.82, "text": "他們也有持有", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 460.82, "end": 462.22, "text": "大家可以看到有沒有", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 462.22, "end": 462.88, "text": "拉長一點", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 462.88, "end": 465.38, "text": "從今年度大概四十幾塊", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 465.38, "end": 467.02, "text": "一口氣飆到142", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 467.02, "end": 469.32, "text": "你看現在又會貨回100", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 469.32, "end": 473.46, "text": "所以Intel今年度漲幅確實是比較大", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 473.46, "end": 475.96, "text": "那現在回到90到100之後", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 475.96, "end": 478.14, "text": "現在外資這些投行又說", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 478.14, "end": 479.96, "text": "基本上他們認為台...", "chunk": 0, "language": "zh", "avg_logprob": -0.2557924537248509, "no_speech_prob": 2.467515254622743e-11, "compression_ratio": 1.1491228070175439 }, { "start": 494.12, "end": 495.88, "text": "所以我最後換到右下角", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 495.88, "end": 498.2, "text": "其實除了這種所謂的投行之外", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 498.2, "end": 501.22, "text": "幾個美國的公開分析師", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 501.22, "end": 502.66, "text": "包含那個Jim Campbell", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 502.66, "end": 503.78, "text": "美銀的集團", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 503.78, "end": 506.5, "text": "通通都調高這種所謂台積", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 506.5, "end": 508.42, "text": "Intel的目標價", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 508.42, "end": 510.0, "text": "從110條到160", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 510.0, "end": 511.22, "text": "所以現在大概90幾塊", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 511.22, "end": 513.34, "text": "所以基本上他們認為空間比較大", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 513.34, "end": 515.46, "text": "反而對於所謂的台積電來講", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 515.46, "end": 516.88, "text": "現在的外資是側", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 516.88, "end": 518.52, "text": "所以我覺得最後講了一個", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 518.52, "end": 519.9, "text": "為什麼外資側台積電", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 519.9, "end": 521.36, "text": "因為他們沒有想到台積電", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 521.36, "end": 522.36, "text": "長這麼快", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 522.36, "end": 523.98, "text": "因為他們都給他3000塊的目標價", "chunk": 1, "language": "zh", "avg_logprob": -0.17359163556780133, "no_speech_prob": 2.9086630673469394e-11, "compression_ratio": 1.34375 }, { "start": 523.98, "end": 526.06, "text": "可是涨到2500他觉得空间有限嘛", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 526.06, "end": 527.12, "text": "所以回过头来", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 527.12, "end": 528.78, "text": "卖台机买Intel", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 528.78, "end": 530.16, "text": "Intel现在回档之后", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 530.16, "end": 531.88, "text": "我觉得就是极其的表现", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 531.88, "end": 533.28, "text": "各位投资朋友们大家好", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 533.28, "end": 534.02, "text": "我是阿关", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 534.02, "end": 536.44, "text": "有一个很好的好消息跟大家分享", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 536.44, "end": 538.72, "text": "是因为最近的股市大涨大跌", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 538.72, "end": 540.98, "text": "动辄涨千点动辄跌千点", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 540.98, "end": 543.72, "text": "很多人说选股票真的难度很高", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 543.72, "end": 544.74, "text": "而且头很痛", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 544.74, "end": 546.18, "text": "这样的情况之下呢", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 546.18, "end": 547.66, "text": "我们即将举行一场", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 547.66, "end": 550.14, "text": "不再选股必胜数", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 550.14, "end": 552.52, "text": "你不做什么就能够赚大钱", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 552.52, "end": 553.8, "text": "那我家里还在待一期", "chunk": 1, "language": "zh", "avg_logprob": -0.13871536459974063, "no_speech_prob": 2.7088151166587693e-11, "compression_ratio": 1.2949438202247192 }, { "start": 553.8, "end": 555.58, "text": "时间就在8月15号", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 555.58, "end": 557.08, "text": "特别是我们邀请到", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 557.08, "end": 559.16, "text": "毕胜教主周冠南老师", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 559.16, "end": 559.74, "text": "老师你好", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 559.74, "end": 561.52, "text": "我们现在为您视讯来解教老师", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 561.52, "end": 562.28, "text": "老师你好", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 562.28, "end": 563.78, "text": "培娟好", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 563.78, "end": 565.02, "text": "各位听众大家好", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 565.02, "end": 566.94, "text": "老师你曾经公开说过", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 566.94, "end": 569.38, "text": "你说投资没有捷径", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 569.38, "end": 571.18, "text": "但有公式", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 571.18, "end": 573.36, "text": "在8月15号这场论坛当中", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 573.36, "end": 574.78, "text": "你会分享公式吗", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 574.78, "end": 577.1, "text": "当然我常常跟人家讲说", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 577.1, "end": 578.38, "text": "投资是一门科学", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 578.38, "end": 580.34, "text": "是有数学的最佳解的", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 580.34, "end": 582.46, "text": "那当然当天我会把这个解方", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 582.46, "end": 583.12, "text": "跟大家讲", "chunk": 1, "language": "zh", "avg_logprob": -0.12572055027402682, "no_speech_prob": 1.7689754175376216e-11, "compression_ratio": 1.411149825783972 }, { "start": 583.12, "end": 584.46, "text": "它确实是有公式的", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 584.46, "end": 586.3, "text": "而且是一个轻松的公式", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 586.3, "end": 587.74, "text": "我想大家都可以理解的", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 587.74, "end": 589.8, "text": "好 所以有人说我们想躺平转", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 589.8, "end": 591.3, "text": "那另外呢", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 591.3, "end": 592.44, "text": "有很多人说", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 592.44, "end": 593.84, "text": "我根本已经没有钱投资了", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 593.84, "end": 594.96, "text": "或者已经套牢了", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 594.96, "end": 596.64, "text": "甚至也没时间做功课", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 596.64, "end": 599.32, "text": "那么现在很多人都很想早退休", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 599.32, "end": 600.62, "text": "但是又怕没有钱", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 600.62, "end": 601.58, "text": "又活得很久", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 601.58, "end": 602.18, "text": "你知道吗", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 602.18, "end": 602.76, "text": "很担心", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 602.76, "end": 603.88, "text": "这样的情况之下", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 603.88, "end": 604.5, "text": "老师你说", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 604.5, "end": 606.62, "text": "这些问题都有解", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 606.62, "end": 608.6, "text": "在8月15号的论坛当中", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 608.6, "end": 609.78, "text": "会提供解方吗", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 609.78, "end": 610.84, "text": "当然", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 610.84, "end": 612.2, "text": "我常常跟人家讲", "chunk": 1, "language": "zh", "avg_logprob": -0.11784412084000834, "no_speech_prob": 1.578007863267672e-11, "compression_ratio": 1.3303834808259587 }, { "start": 612.2, "end": 615.56, "text": "最好的投資時間是20年前", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 615.56, "end": 617.0, "text": "其次就是現在", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 617.0, "end": 619.3, "text": "因為你因為沒有錢就不投資", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 619.3, "end": 622.1, "text": "你的未來只會越來越沒希望", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 622.1, "end": 624.1, "text": "那我覺得沒有錢這件事情", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 624.1, "end": 625.66, "text": "其實是一個心理作用", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 625.66, "end": 627.66, "text": "你的錢比你想像要來的多", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 627.66, "end": 629.44, "text": "因為你常會浪費掉很多錢", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 629.44, "end": 631.86, "text": "所以在這一堂講座裡面", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 631.86, "end": 634.5, "text": "我會特別跟各位講怎麼樣控制自己", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 634.5, "end": 636.5, "text": "然後讓自己成為一個長期投資者", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 636.5, "end": 637.56, "text": "我覺得這是很重要", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 637.56, "end": 639.76, "text": "那你的退休才跟你的投資", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 639.76, "end": 641.5, "text": "可以連接在一起", "chunk": 1, "language": "zh", "avg_logprob": -0.2388006440291168, "no_speech_prob": 1.0737586167430813e-11, "compression_ratio": 1.415335463258786 }, { "start": 641.5, "end": 643.02, "text": "要不然现在长寿风险", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 643.02, "end": 643.82, "text": "这么的严重", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 643.82, "end": 645.28, "text": "我想投资是你一辈子", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 645.28, "end": 646.42, "text": "应该要关注的事情", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 646.42, "end": 648.84, "text": "好 所以阿关也好想提早退休", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 648.84, "end": 650.3, "text": "所以8月15号", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 650.3, "end": 651.82, "text": "老师我们现场见", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 651.82, "end": 653.62, "text": "当然我们也希望所有的投资人", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 653.62, "end": 655.76, "text": "在8月15号跟我们在现场", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 655.76, "end": 657.3, "text": "能够跟老师交流", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 657.3, "end": 659.76, "text": "请你现在马上拿起点手机", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 659.76, "end": 662.24, "text": "扫描我们的报名系统QR Code", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 662.24, "end": 663.76, "text": "扫描了QR Code之后", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 663.76, "end": 664.82, "text": "进入我们报名系统", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 664.82, "end": 665.72, "text": "赶快报名", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 665.72, "end": 667.52, "text": "因为这个座位非常非常的少", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 667.52, "end": 668.66, "text": "那么时间呢", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 668.66, "end": 671.04, "text": "论坛的时间是在8月15号", "chunk": 1, "language": "zh", "avg_logprob": -0.10996521397640831, "no_speech_prob": 2.2281355580022755e-11, "compression_ratio": 1.4085365853658536 }, { "start": 671.04, "end": 672.22, "text": "在台北举行", "chunk": 1, "language": "zh", "avg_logprob": -0.16383051872253418, "no_speech_prob": 8.907364429378006e-12, "compression_ratio": 1.0606060606060606 }, { "start": 672.22, "end": 674.64, "text": "要跟周冠南老师请教的", "chunk": 1, "language": "zh", "avg_logprob": -0.16383051872253418, "no_speech_prob": 8.907364429378006e-12, "compression_ratio": 1.0606060606060606 }, { "start": 674.64, "end": 676.66, "text": "要跟周冠南老师面对面的", "chunk": 1, "language": "zh", "avg_logprob": -0.16383051872253418, "no_speech_prob": 8.907364429378006e-12, "compression_ratio": 1.0606060606060606 }, { "start": 676.66, "end": 679.04, "text": "我们在8月15号现场见", "chunk": 1, "language": "zh", "avg_logprob": -0.16383051872253418, "no_speech_prob": 8.907364429378006e-12, "compression_ratio": 1.0606060606060606 }, { "start": 679.04, "end": 702.4, "text": "周一到周五晚上九点到十一点", "chunk": 1, "language": "zh", "avg_logprob": -0.22452728748321532, "no_speech_prob": 1.3971000571710857e-11, "compression_ratio": 0.9 }, { "start": 702.4, "end": 703.76, "text": "问我什么事", "chunk": 1, "language": "zh", "avg_logprob": -0.22452728748321532, "no_speech_prob": 1.3971000571710857e-11, "compression_ratio": 0.9 } ], "segmented_transcription": { "status": "SEGMENTED_TRANSCRIPT_OK", "created_at": "2026-08-07T15:43:17", "manifest": 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