錢進擂台賽 EP96 | 台積電魏哲家公開喊話AI缺電！重電四雄谷底狂飆華城重返千金亞力緊跟在後？中興電能靠氫能大翻身？| #陳韋廷

from 財富履行團 · host takeatripgo

台灣電力概念股該買誰? 近期台美關稅確定降至15% 而台積電在最新的法說會上表示台灣與美國的電力供應已經成為產能擴充能否順利推進的關鍵變數這番言論瞬間在市場掀起熱議帶動資金大舉轉向電力與能源相關族群重電產業更是在一夕之間站上AI舞台的正中央而在這之中，究竟是市場人稱小華城的亞力有潛力? 還是最受惠台電強韌電網計畫的中興電更有爆發力? 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：陳韋廷節目導讀： 00:00 精彩預告 00:49 亞力、中興電買誰好? 01:28 亞力營收大暴衝為何中興電卻止步? 03:57 台電+台積電亞力.中興電誰更吃香? 06:36 亞力股價強勢飆漲下個機會在哪裡? 08:02 中興電股性溫吞大漲關鍵是什麼? 10:14 亞力.中興電該買誰? 爆發力竟差一截? #魏哲家 #台積電 #重電 #AI #缺電 #台電 #強韌電網 #華城 #亞力 #中興電 #士電 #氫能 📢 「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 EP96 | 台積電魏哲家公開喊話AI缺電！重電四雄谷底狂飆華城重返千金亞力緊跟在後？中興電能靠氫能大翻身？| #陳韋廷

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