錢進擂台賽 EP105 | 輝達Vera Rubin全面液冷！黃仁勳欽點最受惠太空AI的散熱族群天價健策買不起百元一詮會更好？| #劉彥良

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👇👇👇領取低價AI潛力股口袋名單的入口 https://line.me/ti/p/@star8888 今年最強散熱股會是誰? 隨著AI算力急速狂飆輝達正式確立下一代AI伺服器平台將全面採用液冷技術帶動相關散熱產品單價大幅成長三倍而且不只是地面上的資料中心，太空AI也是如此近期黃仁勳在受訪時表示要在太空建立資料中心散熱系統將是目前面臨的最棘手挑戰直接驅動高技術門檻的散熱台廠出現獲利爆發的機會而在這之中，究竟是當今的散熱股王健策有潛力還是被市場譽為小健策的一詮更有爆發力? 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：劉彥良節目導讀： 00:00 精彩預告 00:45 散熱產值狂飆千億健策.一詮買誰好? 01:19 股價相差24倍健策.一詮營運差多少? 03:42 全球均熱片龍頭健策今年獲利再倍增? 06:25 散熱營收成主力一詮最大優勢在哪裡? 08:52 股價創高無懸念健策甜蜜買點還沒到? 10:11 獲利10倍跳增一詮將複製健策行情? 11:45 未來AI終局這樣看健策.一詮該買誰? 13:07 低價AI潛力股口袋名單下方連結索取 #散熱 #輝達#太空AI#液冷 #健策#3653#一詮#2486 #CPO#ASIC#GB300#Rubin 📢 「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

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錢進擂台賽 EP105 | 輝達Vera Rubin全面液冷！黃仁勳欽點最受惠太空AI的散熱族群天價健策買不起百元一詮會更好？| #劉彥良

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