《#高調經濟學 EP.10》CCL從主角變配角？是結構性反轉或是情緒性錯殺？一個被忽略的關鍵細節，正在左右AI供應鏈的評價！| #高閔漳

from 財富履行團 · host takeatripgo

黃仁勳在CES展上大喊：Vera Rubin將提前進入量產，該言論讓CCL三雄摔了一大跤，難道CCL的產業基本面，真的會因為黃爸的一席話而出現轉折？或者只是過度的情緒反應？ 00:21 開場 01:40 CCL降規的真相？ 03:57 CCL是什麼？材料等級為何成為關鍵？ 05:14 盤點CCL供應鏈的潛力股 05:38 台光電（2383）》高階CCL將成為今年營運動能 08:07 台燿（6274）》從「量小質精」殺出一條血路 10:26 聯茂（6213）》靠M9材料挑戰金字塔頂端 12:34 重點整理 #CCL #CCL三雄 #銅箔基板 #CES #輝達 #AI伺服器 #VeraRubin #M9 #M8 #Alpamayo #實體AI #台光電 #聯茂 #台燿 #PCB #印刷電路板 #中介板 #CX9 #NVLink交換器 #800G交換器 #AI資料中心 #日東紡 #Trainium #台股 #投資 #熱門 #理財 👇👇👇快跟著David老師一起操作台股！ https://line.me/R/ti/p/%40davidk1688 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，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，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by SoundOn

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《#高調經濟學 EP.10》CCL從主角變配角？是結構性反轉或是情緒性錯殺？一個被忽略的關鍵細節，正在左右AI供應鏈的評價！| #高閔漳

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