《#高調經濟學 EP.29》AI伺服器引爆被動元件新週期，外資高盛甚至點名MLCC為「下一個記憶體」，而本波將延續到2027年的超長缺貨潮，究竟誰才是背後悶聲發大財的受惠股呢？| #高閔漳

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台股晉升為全球市值第五大，背後推手除了護國群山之外，還有迎來規格大躍進的老產業！本集將深入解析在Rubin與BBU供電升級下，被動元件如何從便宜耗材蛻變為AI關鍵軍火，並且一次看懂禾伸堂、立隆電、日電貿三大黑馬股的受惠邏輯與價值重估利基！ 00:17 開場 02:07 高階電容漲聲響起 AI機櫃放大價值量 04:17 AI供電升級開跑三大受惠股一次看懂 04:38 禾伸堂（3026）》高壓MLCC需求爆發沉睡老股王重返舞台 06:46 立隆電（2472）》高階鋁電卡位AI電源 BBU題材打開想像空間 09:02 日電貿（3090）》掌握日系關鍵料源文曄加持推升通路價值 11:19 重點整理 #被動元件 #MLCC#高階電容#固態電容#鋁質電容#鉭質電容#AI伺服器#AI資料中心#HPC#半導體#VeraRubin#GB300#BBU#電源管理#電力#高功率電源#Panasonic#村田製作所#BB值#高盛#禾伸堂#立隆電#立敦#日電貿#文曄#富昌電子#國巨#華新科#凱美#台股#投資#理財#產業趨勢#財富旅行團#上市櫃公司#投資#熱門#理財#產業分析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.29》AI伺服器引爆被動元件新週期，外資高盛甚至點名MLCC為「下一個記憶體」，而本波將延續到2027年的超長缺貨潮，究竟誰才是背後悶聲發大財的受惠股呢？| #高閔漳

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