台股熱度榜EP92 | 季辛格被退休的真正原因？| 什麼是IDM2.0計畫？| 光通訊大廠邁威爾最新財報有何亮點？| #高閔漳

from 財富履行團 · host takeatripgo

👇👇👇活動傳送門👇👇👇 https://www.hwa-guan.com.tw/Finance/Press/Event_CForm2?WF_Id=101193 半導體大廠英特爾2日宣布，執行長季辛格已經自請退休。消息一出，震撼整個投資圈。市場紛紛揣測，季辛格「被退休」的原因，主要是他回鍋英特爾3年多來，重振計畫未見成效，而且在AI賽道上毫無存在感，最後甚至被道瓊踢出成分股。 IC晶片製造商邁威爾，於日前公布最新一季財報，營收與獲利紛紛優於預期，不僅如此， AI應用更帶動資料中心強勁成長，而台廠相關矽光子概念股，誰最有機會受惠呢？觀眾朋友們是否贊同節目內容的觀點？還有哪些股票是大家看好的？歡迎一起參與節目的製作，並且在底下留言，分析師就有機會在節目中討論！ 00:00 精彩預告 00:25 開場 01:45 後季辛格時代台積電真的能高枕無憂？ 11:20 邁威爾擴大AI業務矽光概念股誰最受惠？ 17:24 本週台股漲幅排行榜 18:08 投信&外資同步買超排行榜 20:00 熱度調查局 : 個股診斷 24:57 下週潛力股 #季辛格 #英特爾#台積電#晶圓代工#IDM2.0 #先進製程#邁威爾#矽光子#CPO#上詮#華星光#光環#亞德客#健椿#雷科#環球晶#穩懋#前鼎#技嘉#眾達#安國#芯鼎 🎤主持：#品樺 🎤來賓：分析師 #高閔漳 📢每週五晚上七點首播 📢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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台股熱度榜EP92 | 季辛格被退休的真正原因？| 什麼是IDM2.0計畫？| 光通訊大廠邁威爾最新財報有何亮點？| #高閔漳

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