投資機加酒 EP55| 2025輝達GB300供應鏈動起來！兩大升級重點台廠出頭天 BBU選配變標配？高階CCL商機爆發！| #劉烱德

from 財富履行團 · host takeatripgo

👇 👇 👇 輝達GB300供應鏈最大贏家 https://www.youtube.com/watch?v=oAjPgEEwugg 👇 👇 👇跟著烱大叔一起操作台股!! https://lin.ee/6kVtKKj 2025輝達的GB300 AI伺服器即將席捲全球除了鴻海會是最大贏家之外還有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 00:15 開場 00:52 選配變標配? BBU終將成為AI伺服器顯學 05:00 最純BBU概念股 AES-KY潛在受惠程度高 08:21 元月行情波動大三大潛在風險你該留意? 10:46 高階CCL升級潮啟動今年獲利至少倍翻? 12:32 高階CCL市場龍頭台光電後續該如何操作? #鴻海 #輝達 #黃仁勳 #Blackwell #GB200 #GB300 #CCL #台光電 #台燿 #BBU #AES #順達 #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 EP55| 2025輝達GB300供應鏈動起來！兩大升級重點台廠出頭天 BBU選配變標配？高階CCL商機爆發！| #劉烱德

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