大叔美股筆記 Uncle Stock Notes

大叔美股筆記 Uncle Stock Notes

聽懂 Hock Tan 的弦外之音,挖掘 Scale-up 與銅纜背後的百億商機

Scale-out vs. Scale-up

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大叔美股筆記 Uncle Stock Notes
Mar 06, 2026
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今天大叔要直接帶大家「聽懂」Hock Tan 在電話會議裡到底說了什麼。我們透過他的原話,來討論 Scale-out 與 Scale-up 。

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