錢進擂台賽 EP126 |矽電容大戰開打！AI電力下個新藍海力積電打入Intel EMIB供應鏈華邦電化身台積電新黑馬？| #陳韋廷

from 財富履行團 · host takeatripgo

👇👇👇了解台股量縮行情下個投資機會 https://line.me/ti/p/@tim88168 今年最強矽電容概念股會是誰? 隨著AI算力呈現指數級增長晶片的供電困境已經變成無法忽視的技術瓶頸為了在奈秒級的高速運算切換中穩住電壓直接在矽晶圓上刻出來的微型電容就成為解決問題的新世代供電元件大摩預估，2026年全球矽電容的供給短缺率高達57% 並將一路延續到2028年而相關受惠的台廠究竟是矽電容產品通過Intel認證的力積電有潛力? 還是切入三星矽電容布局的華邦電更有爆發力? 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：陳韋廷節目導讀： 00:00 精彩預告 00:43 AI競賽搶進矽電容力積電VS華邦電 01:21 記憶體進入超級循環基本面谷底復甦? 02:39 記憶體+矽電容點火引爆獲利三級跳? 05:22 均線糾結盤整力積電.華邦電誰先突破? 07:47 最終評分出爐力積電.華邦電買誰好? 08:46 9月潛力股名單下方資訊欄連結索取 #矽電容 #華邦電 #力積電 #記憶體 #DRAM #先進封裝 #Intel #HBM #EMIB #台積電 #CoWoS #6770 #2344 📢「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 EP126 |矽電容大戰開打！AI電力下個新藍海力積電打入Intel EMIB供應鏈華邦電化身台積電新黑馬？| #陳韋廷

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