探索下一站 EP100 |2024的AI三雄 #3231緯創、#2382廣達、#2376技嘉怎麼看？| #高閔漳

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去年AI三雄迎來轉型機會，股價3倍飆漲，而在今年AI伺服器大量出貨後，是否還有投資的價值?精彩內容敬請收看! 🎤分析師 #高閔漳節目導讀： 00:00 精采預告 00:20 開場 00:56 迎接AI伺服器起飛年 06:05 AI伺服器的主要贏家 3231緯創 09:09 電子代工二把手 2382廣達 11:49 AI伺服器比重最高的ODM廠 2376技嘉 13:45 結語 #AI三雄 #AI伺服器#Nvidia財報#台積電 #CoWoS產能#ODM廠#美國晶片禁令 #GH200#緯創#廣達#技嘉#財富履行團 ⏰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。 -- Hosting provided by SoundOn

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探索下一站 EP100 |2024的AI三雄 #3231緯創、#2382廣達、#2376技嘉怎麼看？| #高閔漳

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