尋找新一輪的強棒出擊！輝達財報為供應鏈添柴火【謝金河話投資 EP68】

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輝達公布亮眼季報指引未來，帶動台股供應鏈全面受惠！本集解析Rubin機櫃架構下的成本結構，帶您盤點記憶體、散熱、PCB及光學等強棒族群的最新爆發力！【單集重點】輝達財報展望添柴火 Rubin機櫃架構拆解散熱與PCB強棒出擊光學與興櫃潛力股現 -- Hosting provided by SoundOn

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尋找新一輪的強棒出擊！輝達財報為供應鏈添柴火【謝金河話投資 EP68】

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This episode was published on September 5, 2026.

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