錢進擂台賽 EP100 | 黃仁勳指名的CPO親兒子波若威3年大漲50倍！輝達GTC大會點亮矽光子哪檔光通訊黑馬能暴衝？| #高閔漳

from 財富履行團 · host takeatripgo

今年最強CPO概念股會是誰? 近期黃仁勳震撼預告將在今年輝達GTC大會上發表全球前所未見的新晶片瞬間引爆市場的無限想像外界估計，這次的晶片架構將會完全採用矽光子技術藉此提高十倍的AI運算效率同時也象徵光通訊正式迎來商轉階段在這樣的前景下究竟是輝達指定的CPO合作夥伴波若威有潛力? 還是今年以來股價倍數狂飆的光環更有爆發力? 誰才是我們最好的選擇呢? 歡迎留言你的看法!! 🎤主持：品樺 🎤分析師：高閔漳節目導讀： 00:00 精彩預告 00:51 高低價股大對決波若威.光環買誰好? 01:17 波若威財報大勝賠錢的光環漲什麼? 04:23 指定的CPO夥伴輝達為何獨厚波若威? 05:24 毛利率翻近4倍光環為何谷底大翻身? 07:08 今年來股價倍翻 CPO漲多拉回何時接? 09:33 矽光子族群該買誰? 竟還有隱藏黑馬? #CPO #矽光子 #光通訊 #輝達 #GTC #黃仁勳 #3163 #波若威 #3234 #光環 #上詮 #光聖 #華星光 #聯亞 -- Hosting provided by SoundOn

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錢進擂台賽 EP100 | 黃仁勳指名的CPO親兒子波若威3年大漲50倍！輝達GTC大會點亮矽光子哪檔光通訊黑馬能暴衝？| #高閔漳

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