EPISODE · Jan 15, 2026 · 16 MIN
🐑ep.165｜DDR5 換機潮,SASE＋OT 資安深化,從網安硬體到邊緣 AI ,立端(6245)攜手 NVIDIA 打造電信與基礎設施新引擎!立端114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
DDR5 換機潮啟動,SASE＋OT 資安深化,從網安硬體到邊緣 AI 平台,立端(6245)攜手 NVIDIA 打造電信與關鍵基礎設施新引擎!立端114年Q3法說重點摘要 🐑本集重點： 營運績效回溫，市場重心轉向北美 戰略轉型聚焦 Edge AI，深化 NVIDIA 合作 網安技術演進（SASE/AI Agent）與關鍵基礎設施（OT）商機 DDR5 規格升級帶動產品換機需求 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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🐑ep.165｜DDR5 換機潮,SASE＋OT 資安深化,從網安硬體到邊緣 AI ,立端(6245)攜手 NVIDIA 打造電信與基礎設施新引擎!立端114年Q3法說重點摘要
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