錢進擂台賽 EP90 | 顛覆世界的AI新應用？Google智慧眼鏡明年開賣！Meta霸主地位有危險？台廠供應鏈台虹、臻鼎該買誰？| #陳武傑

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智慧眼鏡概念股買誰好? Google上週正式宣布將在2026年推出搭載Gemini 以及Android XR系統的AI智慧眼鏡並與三星和兩家眼鏡大廠攜手合作企圖挑戰Meta智慧眼鏡的龍頭地位全球智慧眼鏡競爭白熱化市調機構預估智慧眼鏡將成為手機之後的第三代運算平台市場規模有望在2030年達到百億美元而在台廠供應鏈當中究竟是全球FCCL龍頭的台虹有潛力? 還是PCB霸主的臻鼎-KY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 00:51 台虹、臻鼎-KY買誰好? 02:13 手機市場持續拖累公司營收遭壓抑? 04:35 全球FCCL龍頭台虹明年挑戰獲利倍翻? 07:37 全球PCB龍頭臻鼎隱藏優勢明年顯現? 11:01 台虹一個月飆近一倍後續追價須謹慎? 13:41 臻鼎股價逐漸打底何時會是好買點? 16:15 勝負關鍵在安全性台虹.臻鼎該買誰? #Google #智慧眼鏡#AI眼鏡#Meta #Apple#PCB#CCL#ABF#Gemini#尖點 #AndroidXR#台虹#臻鼎#8039#4958 📢 「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 EP90 | 顛覆世界的AI新應用？Google智慧眼鏡明年開賣！Meta霸主地位有危險？台廠供應鏈台虹、臻鼎該買誰？| #陳武傑

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