投資機加酒 EP47 |鴻海營收創新高！輝達GB200最大贏家後面還有更大利多？廣達、緯創該怎麼辦？| #劉烱德

from 財富履行團 · host takeatripgo

第四季輝達最強AI伺服器GB200即將出貨而其中拿下最多訂單的公司，就是2317鴻海幾家歡樂幾家愁，今年鴻海聲勢大漲進而蓋掉了過去老AI的光環究竟廣達、緯創未來該何去何從? 鴻海又該如何來做關注? 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 01:00 鴻海營收表現亮眼年底吃下GB200大補丸? 05:32 輝達GB300改變策略鴻海這項武器最受惠? 06:52 打入GB300液冷供應鏈鴻準強勢如何操作? 10:57 巨額資金瘋狂湧入股市鴻海是誰買上去的? 15:31 就是不想買鴻海! 廣達、緯創後續怎麼買? #AI伺服器 #輝達#美超微#GB200 #GB300#液冷#散熱#鴻海#鴻準 #廣達#緯創#法說會#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 EP47 |鴻海營收創新高！輝達GB200最大贏家後面還有更大利多？廣達、緯創該怎麼辦？| #劉烱德

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