投資機加酒 EP46 | ABF載板需求增溫但不是因為AI？輝達帶旺ABF長期展望如何把握載板三雄復甦訊號？| #劉烱德

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本週PCB展盛大登場今年展覽的主軸在於PCB在AI的創新應用我們都知道，在AI的帶動下 ABF三雄的展望一直都備受市場期待然而近期股價卻沒有太多的表現究竟後續該如何看待? 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 00:18 開場 01:10 供需缺口持續擴大 AI助攻明年ABF重返榮耀? 03:41 景碩強勢不是AI! 輝達顯卡強迫換機潮湧現? 08:41 最受惠AI的台灣載板廠欣興漲不漲先看他? 10:46 昔日的ABF股王逐漸凋零南電到底怎麼了? #ABF #PCB #輝達 #GB200 #AI伺服器 #AIPC #景碩 #欣興 #南電 #消費性電子 #電競 #RTX4090 #RTX5090 #顯卡 #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 EP46 | ABF載板需求增溫但不是因為AI？輝達帶旺ABF長期展望如何把握載板三雄復甦訊號？| #劉烱德

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