錢進擂台賽 EP66 |AI液冷業績進補！散熱族群出現比價效應雙鴻、奇鋐太高貴低價散熱黑馬該買誰？| #陳韋廷、#王曈

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散熱概念股買誰好? 輝達Blackwell架構AI伺服器出貨順暢下一代Rubin也進入開發階段效能更強、功耗更大帶動散熱需求持續爆發而台廠中的指標概念股奇鋐、雙鴻近期表現強勢但是股價太高投資人也不敢追究竟有哪些低價的散熱潛力股可以留意呢? 歡迎留言你的看法!! 🎤主持：品嫻 🎤分析師陳韋廷、王曈節目導讀： 00:00 精彩預告 00:36 繼散熱雙雄後誰是下一檔散熱黑馬? 01:19 切入輝達液冷供應鏈 4549桓達 04:07 散熱業績逐季爆發 2421建準 06:52 網友提問：3661世芯-KY今年能創新高嗎? 07:53 網友提問：2382廣達能買了嗎? #散熱 #液冷#水冷#輝達 #Blackwell#Rubin#GB200#GB300 #奇鋐#雙鴻#建準#桓達#廣達 📢 「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 EP66 |AI液冷業績進補！散熱族群出現比價效應雙鴻、奇鋐太高貴低價散熱黑馬該買誰？| #陳韋廷、#王曈

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