EPISODE · Jun 1, 2026 · 51 MIN
2026 金融市場解析 EP6｜集中AI 的大升市｜鎧俠 (285A.JP)、古河電工 (5801.JP)、藤倉 (5803.JP)、Oracle
from 香港醉繽Fund · host hkbunfunchannel
鎧俠：業績大爆發，硬件股愈升愈平 古河電工：數據中心收入佔比高，AI 基建受惠邏輯 藤倉：管理層預期下年盈利轉差，原材料成本與戰爭風險 Oracle：借錢買大量硬件與 HBM，市場過度悲觀 功率半導體：有機會成為下一個AI瓶頸，從Nvidia供應商尋寶 #AI投資 #HBM #記憶體 #功率半導體 #光通訊 #Oracle #鎧俠 #古河電工 #藤倉 #日本股市
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2026 金融市場解析 EP6｜集中AI 的大升市｜鎧俠 (285A.JP)、古河電工 (5801.JP)、藤倉 (5803.JP)、Oracle
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