錢進擂台賽 EP102 | 輝達GTC大會、光通訊展登場！黃仁勳首款CPO交換器引爆矽光子商機磊晶廠聯亞、IET-KY誰最受惠？| #陳韋廷

from 財富履行團 · host takeatripgo

👇👇👇讓你認識低價潛力股的入口 https://line.me/ti/p/@tim88168 輝達CPO概念股該買誰? 近期黃仁勳宣布砸下40億美元要向美國光通訊大廠Lumentum與Coherent簽署戰略協議強化對CPO領域的研發布局消息一出，台廠矽光子族群全面噴出加上本周輝達GTC大會盛大開幕光通訊展也將同步舉行在雙重題材的激勵下究竟是毛利最高的CPO股后聯亞有潛力? 還是同樣作為上游磊晶廠的IET-KY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：品嫻 🎤分析師：陳韋廷節目導讀： 00:00 精彩預告 00:43 毛利最高的CPO股聯亞.IET買誰好? 01:29 同樣都是磊晶廠聯亞為何更勝IET? 04:07 矽光子雷射關鍵廠聯亞能再衝3倍? 04:55 輝達矽光子隱形冠軍 IET強項在哪裡? 05:50 聯亞.IET強到狂處置下周出關先漲誰? 07:25 強勢股VS低基期聯亞.IET該買誰? #CPO #矽光子 #光通訊展 #輝達 #GTC #黃仁勳 #聯亞 #IET #英特磊 #3081 #4971 -- Hosting provided by SoundOn

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錢進擂台賽 EP102 | 輝達GTC大會、光通訊展登場！黃仁勳首款CPO交換器引爆矽光子商機磊晶廠聯亞、IET-KY誰最受惠？| #陳韋廷

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