EPISODE · Nov 26, 2025 · 9 MIN
1126週三精選-從google的Gemini 3發表探討2395研華的投資機會
from 散戶好夥伴 · host 張國秋
近期新一代人工智慧模型Gemini 3正式亮相，相關台廠多家受惠，3443創意就是受惠股之一。但是創意股價先前也是經歷過許多利空衝擊之後從低檔慢慢上漲。目前2395研華受到DRAM價格狂飆，步步高的成本明顯壓縮獲利，意外成了受災戶。我們常常說「好公司遇到倒楣事」應該要買進這家公司的股票，近期研華這家工業電腦大廠受到DRAM價格大漲影響讓股價出現持續性的下跌，目前股價下跌就是在反映這個利空。建議現階段投資朋友可以趁股價下跌時分批買進。聯絡資訊:[email protected] -- Hosting provided by SoundOn
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1126週三精選-從google的Gemini 3發表探討2395研華的投資機會
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