錢進擂台賽 EP92 | 廣達、緯創明年獲利翻倍買誰賺最多？現在股價被嚴重低估 2026能否再次複製AI初升段行情？| #李星佑

from 財富履行團 · host takeatripgo

緯創、廣達買誰好? 2025即將步入尾聲昔日老AI股今年營收不但屢屢創下歷史新高緯創更是大舉超車廣達成為當今的電子二哥然而，營收再怎麼亮眼股價卻絲毫沒有任何反應這是否代表著緯創和廣達目前股價正在嚴重被低估? 在基期極低的背景下 2026年有沒有機會絕地大反攻? 誰又是我們最好的選擇呢? 歡迎留言你的看法!! 🎤主持：品樺 🎤分析師：李星佑節目導讀： 00:00 精彩預告 00:38 緯創、廣達買誰好? 01:16 三哥的逆襲緯創營收為何超車廣達? 03:24 集團金雞太逆天緯創靠緯穎壯大規模? 07:18 廣達AI市占再擴大能否擺脫筆電陰霾? 08:21 緯創營收超越預期股價為何沒反應? 11:48 廣達今年不動如山明年能否突破僵局? 12:29 緯創、廣達該買誰? 爆發力竟差距懸殊 #老AI #廣達#緯創#2382#3231 #輝達#Blackwell#GB300#Rubin #2026投資#緯穎#6669#ODM 📢 「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 EP92 | 廣達、緯創明年獲利翻倍買誰賺最多？現在股價被嚴重低估 2026能否再次複製AI初升段行情？| #李星佑

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