錢進擂台賽 EP98 | 低軌衛星發射量5年增10倍市場規模直逼兆美元！昇達科、華通飆上天啟碁、燿華能跟上？| #賴昇楷

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低軌衛星黑馬股會是誰? 隨著全球AI競賽從地面打到太空低軌衛星被視為AI高速傳輸的關鍵產業各大科技巨頭也在積極布局加上相關建設今年正式進入大規模商轉階段外界預估，低軌衛星市場規模將會從1兆美元起跳帶動台廠供應鏈近期成為市場最主流的關注焦點在昇達科、華通、元晶等低軌衛星概念股相繼飆漲後究竟是沉寂一年沒漲到的啟碁有潛力? 還是被譽為華通第二的燿華更有爆發力? 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：賴昇楷節目導讀： 00:00 精彩預告 00:47 低軌衛星兆元爆發啟碁.燿華買誰好? 01:36 燿華營運遭遇逆風啟碁為何能抗跌? 03:37 低軌衛星+光通訊啟碁今年營運可期? 05:57 三大營運主軸爆發燿華最有看頭的是? 08:00 大牛股變飆股啟碁股價倍翻還能買? 09:30 低價股暴衝燿華會是低軌衛星新黑馬? 10:42 啟碁.燿華該買誰? 風險管控更重要? #低軌衛星 #啟碁 #燿華 #華通 #昇達科 #SpaceX #LEO #智慧眼鏡 #6285 #2367 #光通訊 #CPO #OCS 📢 「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 EP98 | 低軌衛星發射量5年增10倍市場規模直逼兆美元！昇達科、華通飆上天啟碁、燿華能跟上？| #賴昇楷

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