《#高調經濟學 EP.33》輝達800VDC驚爆延期？SemiAnalysis發布震撼報告，AI資料中心掀起斷電危機！引爆BBU供應鏈狂飆，順達、新盛力、AES-KY，誰才是被低估的贏家？| #高閔漳

from 財富履行團 · host takeatripgo

AI資料中心驚傳斷電危機！當華爾街權威投行，槓上半導體硬核機構，這場神仙打架的背後，究竟掀開了哪些AI電力大升級的關鍵內幕？而卡在供電核心的隱形黑馬BBU，為何才是真正被低估的剛性贏家？ 00:20 開場 02:06 兩大機構在爭啥？800VDC到底會不會延後？ 03:40 BBU從選配變標配 AI電力穩定成新戰場 04:40 盤點BBU供應鏈三雄誰最有機會受惠？ 05:01 順達（3211）》BBU占比將超過五成土地資產成加分想像 07:13 新盛力（4931）》高壓BBU出貨放量營收獲利同步轉強 09:22 AES-KY（6781）》LEV退潮轉攻BBU 高壓備援電力接棒成長 11:28 重點整理 #HVDC #800VDC #電力概念股 #電源供應鏈 #BBU #備援電池模組 #高壓直流電 #UPS #順達 #新盛力 #AESKY #輝達 #AI資料中心 #AI伺服器 #AI供應鏈 #電源機櫃 #新普 #LEV #SemiAnalysis #產業分析 #台股 #投資 #理財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.33》輝達800VDC驚爆延期？SemiAnalysis發布震撼報告，AI資料中心掀起斷電危機！引爆BBU供應鏈狂飆，順達、新盛力、AES-KY，誰才是被低估的贏家？| #高閔漳

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