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財經要雯 EP121 I AI 算力傳輸革命爆發！1.6T 交換器與矽光子技術重塑網通供應鏈之商機？ episode artwork

EPISODE · Mar 3, 2026 · 28 MIN

財經要雯 EP121 I AI 算力傳輸革命爆發！1.6T 交換器與矽光子技術重塑網通供應鏈之商機？

from 凱基證券樂活投資人 · host 凱基證券

🔍交換器躍遷 1.6T 時代！解密 Terabit 等級傳輸門檻，算力中心規格全面升級的潛在商機在哪？ 💭直擊「電轉光」核心！矽光子整合光收發模組會是解決資料中心耗電的終極解方嗎？ 💡FWA 與 Wi-Fi 7 規格升級，射頻前端產值迎來大爆發！別錯過2026年網通產業全新佈局！ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 - 節目主持：許娸雯 - 成音剪輯：林佳欣 - 製作團隊：凱基證券Ｘ聲動創意 - 音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP121 I AI 算力傳輸革命爆發！1.6T 交換器與矽光子技術重塑網通供應鏈之商機？

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