錢進擂台賽 EP04 | GTC大會黃仁勳報名牌！AI進入水冷散熱時代散熱族群怎麼買？#3017奇鋐、#3324雙鴻 | #陳武傑

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歡慶新節目【錢進擂台賽】盛大開播身為稱職的賽評員-武傑老師特歡慶節目開播為粉絲股民們準備一份專屬好禮特準備了【2024 AI投資藏寶圖】研究報告傳送門這裡索取: https://supr.link/z0Z7E 留下【姓名+手機號碼】即可獲得這份專屬好禮! 👇 👇 👇跟著股市賽評掌握率先發動的強勢族群!! https://supr.link/H1dDE AI伺服器正式進入了水冷散熱的時代，和一般傳統熱管或熱板的毛利率，大約落在10~20%比起來，水冷式散熱的毛利率最高可以高達40%，代表這些公司的獲利能力，未來都將出現倍數翻漲的表現作為水冷式散熱最具代表的兩家公司，3017奇鋐、3324雙鴻，到底買誰比較賺?比賽開始!! 🎤分析師 #陳武傑節目導讀： 00:00 精采預告 00:27 賽前引言：產業面 02:12 Round1 : 基本面 04:14 Round2 : 消息面 06:55 Round3 : 技術面 08:18 成果發表 12:25 結語 #股票比較 #AI#散熱#水冷 #Nvidia#GTC大會#GB200 #奇鋐#雙鴻#財富履行團 ⏰每週二晚上七點線上首播 ※本節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 -- Hosting provided by SoundOn

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錢進擂台賽 EP04 | GTC大會黃仁勳報名牌！AI進入水冷散熱時代散熱族群怎麼買？#3017奇鋐、#3324雙鴻 | #陳武傑

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