投資機加酒 EP63 | 輝達GTC點名波若威創新高！CPO漲勢兇猛還能買？台股震盪劇烈！這族群成資金保護傘？| #劉烱德

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輝達GTC大會盛大開幕黃仁勳到底說了什麼? 為何今年台股沒激情? 哪些族群能受輝達青睞? 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 00:32 開場 01:05 輝達GTC大會一反常態黃仁勳演講無驚喜? 02:29 光通訊產品下半年推出 CPO唯一點名波若威? 05:22 台股高檔震盪外資不回頭台積電何時轉強? 09:40 市場剛需+低基期輝達攻6G帶動網通行情? 12:03 連續4年創歷史新高智易會是最強網通股? 14:04 庫存去化+新品升級中磊Q2正式落底反攻? 16:17 三大事業重回成長軌道啟碁能否再創新高? #輝達 #黃仁勳#GTC#Blackwell#台股 #台積電#CPO#矽光子#波若威#6G #低軌衛星#WIFI7#智易#中磊#啟碁 📢 「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 EP63 | 輝達GTC點名波若威創新高！CPO漲勢兇猛還能買？台股震盪劇烈！這族群成資金保護傘？| #劉烱德

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