EPISODE · Nov 21, 2025 · 6 MIN
拆解Q3財報含金量 AI伺服器廠擴廠 機櫃需求強勁 【談股論金 EP95】
from 談股論金 · host 先探投資週刊
AI 熱潮推升台股獲利創高、CSP 大舉砸錢蓋機櫃，鴻海、廣達、緯創、神達怎麼卡位 AI 伺服器商機？這一集帶你聽懂關鍵數據與後續風險布局。 【單集重點】 1. ＣＳＰ廠上修資本支出 2. 鴻海前三季賺一個股本 3. 廣達毛利率下跌問題待解 4. 緯創、神達業績表現佳 -- Hosting provided by SoundOn
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拆解Q3財報含金量 AI伺服器廠擴廠 機櫃需求強勁 【談股論金 EP95】
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