錢進擂台賽 EP94 | 矽光子族群漲太多光聖、上詮、華星光屢創天價不敢追的話眾達、訊芯這些CPO低價股可以買嗎？| #高閔漳

from 財富履行團 · host takeatripgo

誰是今年的CPO潛力股? 2026光通訊正式進入商轉階段儘管在台廠當中許多個股已經漲到高不可攀的境界可是大家不要忘記目前的CPO大多由博通主導全球市佔率高達9成以上能夠與他合作的台廠是否將成為市場尚未發掘的潛力黑馬? 而今天要對決的選手一邊是與博通配合雷射光學封裝的眾達-KY 另一邊則是提供博通封測的訊芯-KY 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 00:42 眾達-KY、訊芯-KY買誰好? 01:23 獲利逐漸改善訊芯.眾達今年能起飛? 03:18 博通長年夥伴眾達獨拿大單有錢途? 03:55 鴻海CPO要角訊芯竟然有個拖油瓶? 04:51 矽光子漲翻天訊芯.眾達為何不太動? 07:35 眾達.訊芯該買誰? 他現在已有好買點? #矽光子 #光通訊 #CPO #鴻海 #博通 #6451 #4977 #訊芯 #眾達 #華星光 #環宇 #光聖 #上詮 📢 「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 EP94 | 矽光子族群漲太多光聖、上詮、華星光屢創天價不敢追的話眾達、訊芯這些CPO低價股可以買嗎？| #高閔漳

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