錢進擂台賽 EP85 | 資料中心邁向光通訊！台積電、輝達預告CPO明年商轉矽光子兩大領頭羊光聖、上詮該買誰？|#高閔漳

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光聖、上詮買誰好? 光通訊時代正式來臨炒了兩年的CPO題材終於要在明年迎來商轉機會研究機構預估全球CPO矽光子市場規模未來十年的年複合成長率高達27.5% 將是AI高速傳輸領域最具爆發力的新藍海而台灣的CPO概念股中究竟是一度登上千金的光聖有潛力? 還是營收還沒完全貢獻的上詮更有爆發力? 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 00:41 光聖、上詮買誰好? 01:32 最賺錢的CPO指標股光聖為何這麼強? 03:43 跟著台積電一起走上詮明年能否大爆發? 05:59 光通訊明年迎商轉股價漲多早已反應? 08:50 光聖、上詮都很好唯一差別在這裡? #CPO #光通訊#矽光子#台積電 #先進封裝#輝達#6442#光聖 #3363#上詮#AI#資料中心 📢 「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 EP85 | 資料中心邁向光通訊！台積電、輝達預告CPO明年商轉矽光子兩大領頭羊光聖、上詮該買誰？|#高閔漳

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