錢進擂台賽 EP84 | AI大缺電！輝達黃仁勳導入HVDC架構台灣電源廠價值激增3倍台達電、光寶科該買誰？| #陳韋廷

from 財富履行團 · host takeatripgo

台達電、光寶科買誰好? AI需求持續爆發全球科技巨頭爭相投入數十億美元打造AI資料中心為了因應隨之而來的龐大電力需求輝達在今年開放運算高峰會上表示將在2027年導入800伏特HVDC架構正式宣告全新的兆元產業即將誕生而台灣的指標概念股中究竟是一舉登上千金的台達電能續強? 還是低基期的光寶科能夠落後補漲? 近期兩檔股價拉回，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 00:59 台達電、光寶科買誰好? 01:45 台達電大勝光寶科電源雙雄差多少? 03:27 全新兆元產業輝達導入HVDC多重要? 04:24 價值3倍跳? 深談電源雙雄HVDC布局 05:54 昔日大牛股翻身台達電跌落千金怎麼買? 07:18 被遺忘的二哥光寶科能否落後補漲? 08:08 成長性大不同! 台達電、光寶科該買誰? #HVDC #輝達#黃仁勳#電源 #2308#台達電#2301#光寶科 #缺電#散熱#液冷#Rubin 📢 「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 EP84 | AI大缺電！輝達黃仁勳導入HVDC架構台灣電源廠價值激增3倍台達電、光寶科該買誰？| #陳韋廷

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