EPISODE · Aug 14, 2026 · 7 MIN
美國斷光行動 光通封殺令下的絕對贏家【談股論金 EP132】
from 談股論金 · host 先探投資週刊
美國 FCC 擬全面禁止中國光通訊模組，防範 AI 基礎設施國安風險。這項政策將使美系大廠與台廠迎來轉單效應，本集帶您全面剖析光通訊供應鏈的大洗牌與絕對贏家！ 【單集重點】 封殺中國光通訊模組 AI資料中心國安危機 美系大廠迎轉單紅利 800G與1.6T商機 -- Hosting provided by SoundOn
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美國斷光行動 光通封殺令下的絕對贏家【談股論金 EP132】
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