錢進擂台賽 EP86 |AI資料中心成吃電黑洞！大缺電時代美國星際之門引爆兆元商機華城明日出關變大尾？還是東元攜手鴻海更剽悍？| #陳武傑

from 財富履行團 · host takeatripgo

華城東元買誰好? AI資料中心導致全球用電需求大幅飆升為了解決這個巨大的電力黑洞美國正在加速推動高達5000億美元的星際之門計畫而能夠吃下這塊商機的台廠一邊是台灣重電龍頭的華城另一邊則是近期與鴻海展開合作的東元這場新舊重電飆股的對決究竟是曾經創下一年飆破10倍的華城有潛力? 還是今年異軍突起的東元更有爆發力? 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：陳武傑節目導讀： 00:00 精彩預告 00:47 華城、東元買誰好? 01:50 龍頭股遭唾棄華城靠星際之門翻身? 06:12 法說變法會東元.鴻海合作何時爆發? 08:34 最強重電股華城明天出關怎麼走? 09:33 一個月翻倍漲東元能複製華城漲勢? 11:03 新舊重電飆股對決華城.東元怎麼選? #重電 #美國#星際之門#輝達 #2317#鴻海#1519#華城#台電 #1504#東元#缺電#強韌電網 📢 「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 EP86 |AI資料中心成吃電黑洞！大缺電時代美國星際之門引爆兆元商機華城明日出關變大尾？還是東元攜手鴻海更剽悍？| #陳武傑

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