投資機加酒 EP08 |Intel最強AI PC處理器問世最受惠的台廠供應鏈全出爐！聯準會明年降息循環開始台積電股價衝破688？| #劉烱德

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最近市場掀起了一場AI PC大戰，軟體方面，微軟Copilot，能夠用AI進行各種Office作業硬體部分，繼上週AMD推出全新筆電處理器Ryzen 8040之後，本週輪到Intel要發表AI PC的新產品Meteor Lake 台廠之中有哪些AI PC概念股?聯準會宣布明年降息後，台股又將有怎樣的表現?這集節目都將為你解答!! 🎤主持：#品樺 🎤來賓：分析師 #劉烱德節目導讀： 01:11 引爆明年換機潮 Intel最強AI PC處理器誕生! 03:45 全新Tile架構台積電包辦Intel大部分製程技術 05:26 台積電是AI PC最受惠股股價688不會再是高點? 08:42 上游廠先行反映! 環球晶告訴你台積電後續走勢 10:06 這幾家公司最賺錢! 怎麼看台廠AI PC供應鏈? 13:15 載板目前還在低基期欣興股價強勢還可以追? 14:56 英業達IP事業連噴兩根漲停後面還有上漲空間? 16:41 聯準會宣布明年降息? 電子股準備開始輪動循環 18:58 回覆上集網友提問 1504東元何時才會往上攻? 20:34 台廠AI PC供應鏈中你最看好誰? 留言給我們~ #AIPC #Intel#MeteorLake#微軟#Copilot #AMD#先進製程#IC設計#Fed利率#降息 #PCB#ABF#HDI#HPC#台積電#環球晶#譜瑞 #祥碩#欣興#英業達#東元#財富履行團 ⏰每週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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投資機加酒 EP08 |Intel最強AI PC處理器問世最受惠的台廠供應鏈全出爐！聯準會明年降息循環開始台積電股價衝破688？| #劉烱德

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