EPISODE · Jun 16, 2025 · 9 MIN
EP41｜解析最新網通設備趨勢，台灣供應鏈影響大盤點，資本支出放緩還能賺？《優分析》
from 優閒聊財經 · host 優分析
美國MSO（多系統有線電視業者）一年資本支出高達200億美元，對台灣網通設備供應鏈是塊大餅！但2024年實際支出卻比預期少了6%，到底是投資趨緩還是技術轉型？這集幫你深入解析： ✅ MSO資本支出下降的真正原因 ✅ DOCSIS 4.0升級 vs 全光纖FTTH的產業轉變 ✅ 美國BEAD與RDOF補助如何影響供應鏈 ✅ 中磊、智易、達運、仲琦、鴻海、和碩等台廠現況盤點 ✅ 台廠供應鏈的下一步在哪？誰最有機會？ 勘誤：主持人口誤念錯，正確為BEAD計畫。 🔔優分析產業資料庫https://pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower ⚠️Podcast所提之個股內容僅供參考，不具投資建議，投資前應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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EP41｜解析最新網通設備趨勢，台灣供應鏈影響大盤點，資本支出放緩還能賺？《優分析》
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