【財經鈔能力】黑手變身AI新寵 高明鐵、聯鈞憑什麼獨霸全球?跟著這檔最強主動式ETF 卡位2027爆發期! episode artwork

EPISODE · Jun 5, 2026 · 30 MIN

【財經鈔能力】黑手變身AI新寵 高明鐵、聯鈞憑什麼獨霸全球?跟著這檔最強主動式ETF 卡位2027爆發期!

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算力大爆發的AI時代,傳統銅線傳輸已達物理瓶頸,「光進銅退」成為不可逆的科技趨勢,輝達、AMD、台積電都積極搶進!本期《財經鈔能力》由主持人應佳臻攜手財經界張孝全、知名分析師陳威良,深度解密台廠如何在全球CPO(共同封裝光學)供應鏈大顯身手。 興櫃黑馬「高明鐵」如何從傳統鐵工廠翻身,靠著獨門AI主動對準演算法,將找光時間從數分鐘縮短至1秒,攻入正負5奈米的極致製程?全球雷射封裝巨頭「聯鈞」又是如何慧眼識英雄,結合子公司「源傑科技」的學霸大腦,透過被動對準技術築起對手難以跨越的護城河?高價CPO概念股買不下手?威良哥加碼公開目前市場「矽光子含金量最高」的主動式ETF佈局策略,教你如何跟著法人籌碼與法說會轉折點,提前卡位下一個科技黃金十年! #矽光子 #PLP #ETF #CoPoS #FOPLP 🔹主持人:應佳臻 🔹來賓:資深分析師 陳威良 -- Hosting provided by SoundOn

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【財經鈔能力】黑手變身AI新寵 高明鐵、聯鈞憑什麼獨霸全球?跟著這檔最強主動式ETF 卡位2027爆發期!

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