錢進擂台賽 EP124 |輝達暗光纖布局重砸百億美金！光通訊加速推進CPO 華星光.波若威誰是未來矽光子主流？| #高閔漳

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👇👇👇了解CPO操作策略的入口 https://line.me/ti/p/@davidk1688 今年暗光纖概念股誰最強? 近期市場傳聞，輝達為了加速擴大光通訊布局正在秘密收購那些在2000年代初期被電信業者與網通公司埋藏在地底的暗光纖網路這批光纖涵蓋全美各地擁有完善的基礎建設被輝達視為自主高速傳輸的地下金脈為此投入高達百億美元的巨額資本消息一出，台灣的光通訊業者出現強力的報復性反彈而在這之中，究竟是負責供應極長距離ZR模組的華星光有潛力? 還是負責WDM元件的波若威更有爆發力? 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：高閔漳節目導讀： 00:00 精彩預告 00:45 輝達暗光纖受惠股華星光VS波若威 01:49 華星光穩中求勝為何波若威卻更飆? 03:28 暗光纖最大受惠股華星光優勢在哪裡? 04:40 暗光纖主要供應商波若威靠輝達翻身? 06:52 台股強勢V轉華星光.波若威誰更強? 09:53 華星光.波若威買誰好這檔空間更大? #暗光纖 #CPO #光通訊 #矽光子 #輝達 #台股 #反彈 #股票 #華星光 #波若威 #4779 #3163 📢「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 115金管投顧新字第021號 -- Hosting provided by SoundOn

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錢進擂台賽 EP124 |輝達暗光纖布局重砸百億美金！光通訊加速推進CPO 華星光.波若威誰是未來矽光子主流？| #高閔漳

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