《#高調經濟學 EP.11》AI資料中心卡關，算力被迫上太空？低軌衛星進入商用爆發期，台廠供應鏈迎來新一波成長動能，誰是最大受為者？| #高閔漳

from 財富履行團 · host takeatripgo

AI所面臨的問題，已經不再是晶片，而是電力、散熱與土地。當地面資料中心撐不下去，雲端巨頭開始把算力往太空送。低軌衛星正成為AI的下一條關鍵賽道，而你準備好啟航了嗎？ 00:21 開場 02:11 太空資料中心正從概念股走向實作 03:18 低軌衛星正式進入商用爆發期 05:07 相關概念股要如何選擇？ 06:13 昇達科（3491）》低軌衛星營收占比過半，今年營運動能強勁 08:05 標的2》衛星＋AI伺服器，雙題材成獲利大補丸 09:29 標的3》打入800G高階交換器，市場開始重評價 11:08 重點整理 #低軌衛星 #SpaceX#亞馬遜#太空資料中心#太空AI#輝達#Starcloud#AI基礎設施#Falcon9#昇達科#華通#PCB#HDI板#啟碁#3491#2313#6285#網通#800G交換器#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.11》AI資料中心卡關，算力被迫上太空？低軌衛星進入商用爆發期，台廠供應鏈迎來新一波成長動能，誰是最大受為者？| #高閔漳

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