【財經鈔能力】2026 AI投資怎麼買？記憶體+CPO+封裝全解析！| 慶翔 ft.曲博

from 新聞幕後 · host TVBS Media Inc.

AI浪潮全面爆發，2026投資關鍵你抓到了嗎？這集帶你一次看懂三大核心趨勢：記憶體、矽光子CPO、先進封裝！從HBM到HBF的技術變革，到CPO真正落地時間點，再到CoWoS、CoPas未來競爭版圖，不只講概念，更帶你看懂背後的產業邏輯與投資機會。AI不是不能買，而是你買對了嗎？這集帶你把AI產業鏈一次搞懂！≡≡≡≡≡≡≡≡≡≡≡≡≡≡▶▷►◈◄◀◁≡≡≡≡≡≡≡≡≡≡≡≡≡≡本集來賓 ❱ 知識力科技執行長曲建仲(曲博)

Episode metadata supplied by the publisher feed · Published Apr 8, 2026

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【財經鈔能力】2026 AI投資怎麼買？記憶體+CPO+封裝全解析！| 慶翔 ft.曲博

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