探索下一站 EP82 | 開始布局消費性電子？AI筆電帶動最強換機潮！2023第四季投資焦點2 #2353宏碁、#3338泰碩、#8299群聯 |#劉烱德

from 財富履行團 · host takeatripgo

從第四季開始，布局消費性電子會是一個很好的時間點，基本面目前已經利空出盡，明年則準備開始降息，因此，現在進場將會是一個相對低檔的位置而在最近，半導體大廠Intel宣布和宏碁合作，要在年底打造出全球首款AI筆電，即將帶動第四季的消費性電子復甦行情 AI筆電的問世，對於消費性電子市場有怎樣的影響?又有哪些公司值得我們逢低布局?精彩內容敬請收看! 繼續探索財富的下一站✈️ ✈️ ✈️ ~ 🚉2023第四季投資焦點1：https://www.youtube.com/watch?v=GaLM1XZ09_U 🚉記憶體產業落底起漲：https://www.youtube.com/watch?v=MYIK1biIHvI 🚉AI新品產能不受限：https://www.youtube.com/watch?v=CtsY6POWe4A 🎤分析師 #劉烱德 #第四季投資 #消費性電子 #AI筆電 #降息 #散熱 #記憶體 #宏碁 #泰碩 #群聯 #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 EP82 | 開始布局消費性電子？AI筆電帶動最強換機潮！2023第四季投資焦點2 #2353宏碁、#3338泰碩、#8299群聯 |#劉烱德

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