探索下一站 EP74 |PCB載板接下來這樣看！玻璃纖維布受惠AI超成長成為潛在AI受惠股？ #5340建榮、#1802台玻 | 劉烱德

from 財富履行團 · host takeatripgo

AI伺服器的需求來得又快又急，伺服器PCB比重高的日本廠，現在已經出現不堪負荷的狀況，而台灣的PCB廠，將會是第二波的受惠者以投資的價值來說，由於AI伺服器的整體性能大幅升級，不只讓PCB往更高層數、大面積的方向發展，還會進一步提升相關原料的等級，其中，玻璃纖維布就是相當看好的產業之一 AI趨勢下的玻纖布會如何發展?有哪些公司可以因此受惠?精彩內容敬請收看! YT版本：https://www.youtube.com/@takeatripgo 🎤分析師 #劉烱德 #PCB #AI #電動車 #網通 #消費性電子 #銅箔基板 #玻璃纖維布 #建榮 #台玻 #探索下一站 #財富履行團 #劉烱德 ⏰每週二、四晚上七點線上首播 ※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 EP74 |PCB載板接下來這樣看！玻璃纖維布受惠AI超成長成為潛在AI受惠股？ #5340建榮、#1802台玻 | 劉烱德

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