錢進擂台賽 EP40 | 黃仁勳再報新明牌！明年輝達Blackwell需求大增台積電CoWoS急速擴廠兩大台廠將受惠？| #陳武傑

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最近輝達執行長黃仁勳又報明牌了在上個月的輝達財報會議上黃仁勳首度點名了日月光和京元電兩家封測廠強調會和他們持續合作與此同時，台積電也正在加速擴產目標要在2026年的時候 CoWoS的產能提升到現在的四倍想當然，委外封測的訂單自然也會是倍數成長你覺得#3711日月光投控、#2449京元電，買誰比較好? 🤔 歡迎留言你的看法!! 🎤分析師 #陳武傑節目導讀： 00:00 精彩預告 00:21 賽前引言：產業面 01:58 Round1 : 基本面 03:12 Round2 : 題材面 06:53 Round3 : 技術面 08:04 成果發表 #輝達 #黃仁勳#Blackwell#GB200#GB300 #B300#台積電#CoWoS#CPO#FOPLP#聯發科 #高通#日月光#矽品#京元電#財富履行團 📢 「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 EP40 | 黃仁勳再報新明牌！明年輝達Blackwell需求大增台積電CoWoS急速擴廠兩大台廠將受惠？| #陳武傑

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