EPISODE · Dec 26, 2025 · 7 MIN
缺貨潮卡位戰 AI概念持續催動漲勢 【談股論金 EP100】
from 談股論金 · host 先探投資週刊
本集聚焦 AI 基礎建設全面升溫：Nvidia、AMD、博通機櫃與高速互連同步放量，推升 HBM、先進封裝、800G 光模組與儲存需求，並引爆電力與核能議題。2026 年哪些產業將率先缺貨、受惠？一次為你拆解。 【單集重點】 1. 高速互連需求大 2. ＥＭＬ雷射供應是瓶頸 3. 未來缺電壓力大 -- Hosting provided by SoundOn
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缺貨潮卡位戰 AI概念持續催動漲勢 【談股論金 EP100】
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