錢進擂台賽 EP123 |Google TPU來勢洶洶！ASIC 2028年超車輝達？台股反彈行情持續廣達、英業達、鴻海誰最吃香？| #劉烱德

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👇👇👇了解鴻海操作策略的入口 https://line.me/ti/p/@jds16888 Google TPU概念股誰最強? 近期市場傳出，Google有意擴大TPU的訂單規模預計2028年需求量將上看1500萬顆有望超越輝達全年GPU的1300萬顆市調中心預估 Google TPU做為業界採用最廣泛的客製化AI晶片之一銷售額最高可達2520億美元帶動台廠相關供應鏈迎來新一波AI成長動能而在這之中，究竟是Google長期主力代工廠的廣達有潛力? 還是TPU主機板關鍵代工廠的英業達更有爆發力? 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：劉烱德節目導讀： 00:00 精彩預告 00:47 Google TPU強勢襲來廣達VS英業達 01:50 AI組裝拖累毛利廣達.英業達差在哪? 04:19 AI新型合作模式廣達力拼商業轉型? 06:54 ASIC開始放量英業達營運要衝了? 08:57 V轉行情啟動廣達三重關卡怎麼過? 11:36 兩腳已站穩英業達逆勢抗跌更該買? 13:19 廣達.英業達買誰好? 14:36 AI強勢助攻鴻海關鍵買點在哪裡? 17:19 了解鴻海操作策略下方連結索取 #鴻海 #2317 #廣達 #2382 #英業達 #2356 #ASIC #輝達 #機器人 #TPU #AI伺服器 #VeraRubin 📢「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 EP123 |Google TPU來勢洶洶！ASIC 2028年超車輝達？台股反彈行情持續廣達、英業達、鴻海誰最吃香？| #劉烱德

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