錢進擂台賽 EP103 | 輝達AI伺服器引爆PCB！黃仁勳親自奔波搶料？玻纖布VS石英布下個受惠的是德宏還是台玻？| #賴昇楷

from 財富履行團 · host takeatripgo

👇👇👇帶你操作今年潛力股的入口 https://line.me/ti/p/@tim88168 今年最強玻纖布概念股會是誰? 受到AI對於高階材料的需求大幅提升 PCB上下游供應鏈出現史上最猛的搶料潮其中，上游玻纖布因為製程技術繁瑣成為整條生產鏈中最關鍵、也最難擴產的一環帶動玻纖布單價不但在AI規格升級下大漲20倍甚至報價還在不停調漲而台灣的玻纖布大廠中究竟是去年狂飆20倍的台股大黑馬德宏有潛力還是今年剛獲得輝達認證的台玻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：賴昇楷節目導讀： 00:00 精彩預告 00:43 輝達親搶玻纖布訂單德宏.台玻買誰好? 01:24 德宏營收大跳增為何台玻沒起色? 03:39 輝達AI新平台指定石英布德宏有機會? 05:11 玻纖布市占拚4成台玻後市怎麼看? 06:57 去年最強黑馬德宏飆漲20倍還能追? 09:38 最便宜的玻纖布台玻會是下個潛力股? 10:54 德宏.台玻該買誰? 注意大戶這一陷阱? #PCB #CCL#玻纖布#石英布 #德宏#5475#台玻#1802 #富喬#1805#黃仁勳#輝達 📢 「財富履行團Podcast」 https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰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。華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Mar 24, 2026

Embed this episode

Attribution link and audio player

Ready to play

錢進擂台賽 EP103 | 輝達AI伺服器引爆PCB！黃仁勳親自奔波搶料？玻纖布VS石英布下個受惠的是德宏還是台玻？| #賴昇楷

0:00 14:57

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

青腾树下青腾 | JustPod 本节目是青腾推出的一档聚焦前沿话题的播客，每期邀请两到三位青腾同学从个人视角出发，展开有意思、有碰撞、有洞见的对话。「青腾树下」是这样一个对话场域，这里有创业者与创业者的深度对话，也有基于同学情谊的走心聊天，他们在这里探讨最前沿的商业话题，也分享最真实的人生故事。我们希望传递有价值的商业观点，记录创业者们的思考和故事，启发这个时代更多的创造者。本节目由青腾出品，JustPod制作发行。财富自由之路 by 孙宇晨财富自由之路 by 孙宇晨《财富自由革命之路》是孙宇晨在喜马拉雅FM推出的音频节目，播放量超500万次。该节目探讨财富自由的本质，强调精神自由优于财务自由，提出通过明确人生战略和价值观来实现真正的自由。节目是商业智慧类别中成为销量冠军，超过财经大咖吴晓波，使孙宇晨成为"90后知识网红第一人"。Justin Sun (b.1990) graduated from Peking University and University of Pennsylvania. He founded TRON blockchain in 2017, becoming a Davos Global Shaper and Forbes 30 Under 30 recipient. In 2025, he became the youngest Chinese commercial astronaut. He dined with Warren Buffett and invested $30 million in Trump-backed crypto."The Path to Financial Freedom Revolution" is a audio program launched by Justin Sun on Ximalaya FM, with over 5 million plays. The program explores the essence of financial freedom, emphasizing that spiritual freedom takes precedence over financial freedom, and proposes achieving true freedom through defining clear life strategies and values.

Frequently Asked Questions

How long is this episode of 財富履行團?

This episode is 14 minutes long.

When was this 財富履行團 episode published?

This episode was published on March 24, 2026.

Can I download this 財富履行團 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!