EPISODE · Feb 24, 2026 · 34 MIN
EP120 I 2026 AI 伺服器規格大翻代！PCB、CCL、散熱⋯誰才是隱藏贏家？
from 凱基證券樂活投資人 · host 凱基證券
🔍解密「機櫃內外」重新設計真相！ 黃仁勳拋出的液冷革命哪些零組件不減反增？ 💭AI 伺服器放量等於獲利保證？ 帶你看 ODM 代工廠毛利率稀釋的甜美陷阱！ 💡2026 伺服器出貨量暴增！ 誰是下一波「價量齊揚」族群？ 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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EP120 I 2026 AI 伺服器規格大翻代！PCB、CCL、散熱⋯誰才是隱藏贏家？
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