錢進擂台賽 EP122 |輝達Vera Rubin順利量產 CCL產能未來幾年被搶光台光電目標價上看萬金！台燿、聯茂誰能跟上？| #賴昇楷

from 財富履行團 · host takeatripgo

👇👇👇了解8月潛力股的入口 https://line.me/ti/p/@ace168 今年最強CCL概念股會是誰? 隨著AI算力需求爆炸性成長高階CCL已經是AI供應鏈中最緊繃的產能瓶頸市調機構分析，2025~2028年間全球高階CCL的需求年複合成長率將高達96% 遠遠甩開僅22%的供給增速帶動相關供應商正迎來強勁的毛利擴張期而在這之中，究竟是台灣CCL二哥的台燿有潛力? 還是三哥的聯茂更有爆發力? 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 00:49 台光電上看萬金誰跟上? 台燿VS聯茂 01:32 並列三雄天差地遠台燿.聯茂差在哪? 03:50 高階CCL衝了台燿下半年翻倍暴漲? 05:30 新事業成效顯現聯茂營運怎麼看? 07:35 先蹲再跳台燿先等黃金右腳落底? 10:55 逼近壓力區聯茂未來劇本這樣演? 11:59 台燿.聯茂買誰好? 這檔潛力不可輕視? 12:59 搶先布局8月潛力股下方連結索取 #台燿 #聯茂 #台光電 #目標價 #CCL #PCB #ASIC #輝達 #Rubin #AMD #HVDC #低軌衛星 📢「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 EP122 |輝達Vera Rubin順利量產 CCL產能未來幾年被搶光台光電目標價上看萬金！台燿、聯茂誰能跟上？| #賴昇楷

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