EPISODE · Aug 21, 2026 · 18 MIN
能量產者得天下！大立光、玉晶光聯手改寫CPO鏈新秩序！【賺財富 看先探】。ft.先探數位發展總編輯 黃輝明
from 賺財富看先探 · host 先探投資週刊
🎯【先探投資週刊】數位發展總編 黃輝明深入分析： 👉iPhone 18、摺疊機與CPO三箭齊發，光學雙雄迎來評價重 🎯本集四大重點解析： 👉iPhone 18 Pro與摺疊機推升鏡頭需求 👉AI機櫃加速以光取代電，CPO與矽光子爆發成長 👉高良率、自動化與精密光學，搶進台積電CPO鏈關鍵 👉玉晶光迎評價重估？11月驗證進度成重要觀察指標。 📢節目錄影時間：2026年8月19日 📢投資標的僅供參考，投資人應獨立判斷、審慎評估、自負投資風險。 -- Hosting provided by SoundOn
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能量產者得天下！大立光、玉晶光聯手改寫CPO鏈新秩序！【賺財富 看先探】。ft.先探數位發展總編輯 黃輝明
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