《#高調經濟學 EP.3》| 2026年輝達Rubin平台即將亮相，資料傳輸量將有海量級別的成長，CPO／矽光子成為左右成敗的關鍵，台廠有誰能獨吞大單？#高閔漳

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2026年Rubin平台即將量產，資料中心傳輸量將呈倍數成長，「光進銅退」成為不可逆的趨勢，CPO成為AI時代的關鍵技術，而輝達搶先端出矽光子交換器，引爆市場關注，各家大廠也準備搶食230億美元的商機。哪些台廠供應鏈能吞下關鍵訂單，成為最大黑馬呢？ 00:16 開場 01:34 CPO市場規模上看230億 02:54 為何光通訊取代銅線成為必然？ 04:35 盤點CPO產業的獲利潛力股 05:06 標的1 07:06 標的2 08:40 標的3 10:45 重點整理 #CPO #共同封裝光學模組#矽光子#黃仁勳#輝達#GTC#台積電#網路交換器#甲骨文#Meta#光傳輸#超級AI工廠#可插拔光模組#光聖#合聖#上詮#台積電#胡頂達#FAU#光纖陣列#光纖被動元件#英飛凌#華為#CSP#光進銅退#Rubin#Spectrum-X #IET#英特磊#磷化銦#三五族#可轉債#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.3》| 2026年輝達Rubin平台即將亮相，資料傳輸量將有海量級別的成長，CPO／矽光子成為左右成敗的關鍵，台廠有誰能獨吞大單？#高閔漳

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