EPISODE · Sep 26, 2025 · 9 MIN
輕舟已過千重山 台達電股價對標千金?! 【談股論金 EP87】
from 談股論金 · host 先探投資週刊
本集Podcast將帶你走進AI算力時代的心臟──從輝達最新Rubin晶片到資料中心的電力革命！當單櫃功率從120kW飆升至600kW，高壓直流（HVDC）成為資料中心的新核心。台達電、光寶科等台灣廠商正站上風口，提供高效能電源與液冷解決方案，不僅推升營收，更改寫獲利結構。AI黃金年代，誰能把握這波電力與算力的雙重浪潮？答案就在這集節目裡。 【單集重點】 1. ＡＩ算力與架構全面升級 2. HVDC成為資料中心新核心 3. 台達電、光寶科站上風口 -- Hosting provided by SoundOn
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輕舟已過千重山 台達電股價對標千金?! 【談股論金 EP87】
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