投資機加酒 EP45 | 矽光子飆到不敢買？鎖定底部起漲的GB200供應鏈！鴻海即將見證歷史散熱雙雄底部發動？| #劉烱德

from 財富履行團 · host takeatripgo

最近台北股市矽光子一支獨秀一支漲完換另一支漲就算公司普遍沒什麼基本面但漲來漲去你會發現這些CPO概念股每支都漲了好幾倍你不敢買也買不起沒買到CPO沒關係下個市場主流族群準備底部起漲到底是什麼?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： 00:00 精彩預告 00:24 開場 01:36 史上最強AI伺服器 GB200售價10倍開飆? 03:55 最受惠GB200的台廠鴻海今年估值怎麼算? 07:35 散熱雙雄底部起漲! 先看前高、再創新高? #輝達 #GB200#AI伺服器#CPO#矽光子 #散熱#液冷#奇鋐#雙鴻#鴻海#台積電 #iphone16#廣達#緯創#財富履行團 📢 「財富履行團Podcast」 https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰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。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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投資機加酒 EP45 | 矽光子飆到不敢買？鎖定底部起漲的GB200供應鏈！鴻海即將見證歷史散熱雙雄底部發動？| #劉烱德

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