投資機加酒 EP54| 輝達GB300供應鏈啟動！升級重點有哪些？鴻海吹起反攻號角關鍵轉折訊號怎麼看？| #劉烱德

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👇 👇 👇251【年終慶】一年最優惠! https://myhg.tw/251T-LJD 選擇【畫線起漲隊】化繁為簡的畫線定價烱大叔帶你邊學邊賺!! #華冠創富251 👇 👇 👇跟著烱大叔一起操作台股!! https://lin.ee/6kVtKKj 近期外資表示今年炒了一整年的輝達GB200 他的生命週期恐怕會縮短業者似乎對於明年的GB300興趣更高輝達預計明年3月在GTC大會上發表GB300 哪些台廠能夠吃下這塊大餅? 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 00:16 開場 01:06 最短命的AI伺服器輝達GB200生命周期僅半年? 02:51 輝達GB300年中接棒演出升級重點有哪些? 05:44 價值投資法比起台積電、外資更看重鴻海這一點? 08:38 年後外資歸隊股價一路衝鴻海已經跌無可跌了? 12:31 散熱需求倍增 GB300將全面採用液冷散熱? 14:03 鴻海主導散熱採購權鴻準大利多股價卻不漲? #鴻海 #輝達#GTC大會#黃仁勳#Blackwell #GB200#GB300#B300#台積電#HBM#散熱 #液冷#奇鋐#雙鴻#鴻準#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 EP54| 輝達GB300供應鏈啟動！升級重點有哪些？鴻海吹起反攻號角關鍵轉折訊號怎麼看？| #劉烱德

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