錢進擂台賽 EP88 | 外傳黃仁勳親自拜訪"他"？矽光子全市場漲翻天！但輝達隱藏的大黑馬穩懋、全新還沒漲到？| #陳韋廷

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隱藏的矽光子概念股還有誰? 全球AI發展進入光通訊時代每檔CPO概念股漲幅動輒數十倍想買卻又怕追高然而，有一個族群它身處在股價十分低檔的位階卻蘊含CPO明年爆炸性成長的驚人潛力一邊是全球的PA龍頭穩懋另一邊則是上游磊晶廠的全新這兩家公司如何變成矽光子隱藏概念股? 未來又有多大的成長機會? 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 00:53 穩懋、全新買誰好? 01:25 全新營收大勝但穩懋一細節露玄機? 03:17 墜落谷底的PA 如何靠矽光子翻身? 03:45 矽光子聯盟成員穩懋前景一片光明? 04:47 營運谷底回升全新光電業務將翻倍? 06:11 穩懋位階超低檔有望回到疫情時? 07:16 全新技術面有壓力目前難題在哪裡? 08:05 隱藏的CPO黑馬傳黃仁勳來拜訪他? #矽光子 #光通訊#CPO#先進封裝 #輝達#黃仁勳#PA#3105#穩懋 #2455#全新#Lumentum#砷化鎵 📢 「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 EP88 | 外傳黃仁勳親自拜訪"他"？矽光子全市場漲翻天！但輝達隱藏的大黑馬穩懋、全新還沒漲到？| #陳韋廷

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