衝衝衝的布萊德
布萊德<> 會做這個頻道的主要原因是因為我家族、朋友裡面，有很多爸爸媽媽、哥哥姐姐、叔叔阿姨們都對股票投資都很有興趣。 但有些科技產業的基本面、技術面，他們可能不太熟悉。 所以就由我這個小書僮來錄音做個紀錄，然後分享給大家來聽。 坦白說，其實就是我懶得一個一個的慢慢講，所以乾脆做個 Podcast。內容一定會有錯誤，不能拿來當投資的參考呦 !! -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 16 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | BusinessInvesting | ||
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Latest Episodes
下一集來聊聊 MLCC
這一集，布萊德從 AI 伺服器的供電路徑出發，用白話拆解功率半導體與 LLC 諧振電路，說明 Power MOSFET 為什麼像電力系統中的高速開關，以及當機櫃功耗持續提升，電源轉換、效率與散熱為何變得愈來愈重要。我們也會談到下一代 800V 直流資料中心架構，可能如何改變未來的功率元件需求。
本集重點：
• 功率半導體與 Power MOSFET 到底在做什麼？
• AI 伺服器功耗上升，為什麼整條供電路徑都要重新設計？
• LLC 諧振電路的基本概念與... more
下一集講 POWER MOSFET 功率半導體。
當光收發模組從 400G、800G 邁向 1.6T，大家常把目光放在雷射、矽光子與 DSP，卻容易忽略承載所有元件的 PCB。隨著傳輸速度提高、線路更加密集，傳統 PCB 製程逐漸面臨極限，mSAP 類載板也因此成為高速光模組的重要關鍵。
本集將用簡單易懂的方式，帶大家了解：
• 為什麼 1.6T 光模組需要更精密的 PCB？
• 傳統減成法與 mSAP 製程有什麼不同？
• 細線路、低損耗材料與訊號完整性為何如此重要？
•... more
本集《衝衝衝的布萊德》，帶大家深入解析台灣光通訊廠商 4908 前鼎 的投資價值，以及 CPO（Co-Packaged Optics）世代最受市場關注的 External Laser（ELSFP） 與 Chip on Carrier（COC） 兩大新產品。
本集除了整理前鼎法說會與股東會的重要資訊，也從產業供應鏈的角度，分析工控／電信光模組、雷射封裝、CPO 外置光源三大業務未來的成長動能，並分享布萊德如何建立 2026～2028 年的財務模型，以及對營收、毛利率與 EPS 的推估邏輯。 more
EP13｜波若威下集：法說後上修財測，2027 EPS挑戰50元
波若威法說會後，市場關注從「題材」正式轉向「營收與訂單落地」。本集深入解析 Shuffle Box 的實際產能、出貨節奏與製造難度，並重新拆解 2026–2027 財務模型。
隨著需求可見度提升與量產時間點明確，布萊德將 2027 年 EPS 預估上修至 50 元等級，並探討本益比如何隨確定性提高而上移。同時也提醒投資人需持續觀察拉貨節奏、良率與供應鏈變數。
這一集，帶你從「故事」走進「數字」，理解一家公司如何從題材變... more
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Reviews
- 含金量高
謝謝布萊德精闢且深入淺出的產業內容分享，每一集我都重複聽好幾次，受益良多，非常感恩
Apple Podcasts5dearlovelykay
Taiwan3 months ago - 五星留言讚讚
感謝版主邏輯清晰的分享！也很喜歡版主分享過去在產業待過的一些有趣經驗！
Apple Podcasts5第一次留言送給版主Taiwan3 months ago - 超有料的Podcast
因為啟碁那集而發現的頻道，真的超棒的！裡面有很多一般沒有去發說會就接觸不到的資訊，而且直接用模型估算未來EPS，真的很有啟發性。馬上訂閱起來，期待以後可以聽到版主分享更多優質公司的資訊，謝謝你🙏，祝闔家幸福，身體安康。
Apple Podcasts5貝貝魯特Taiwan5 months ago - 搶頭香
乾貨滿滿！
Apple Podcasts5請老闆幫你加薪Taiwan7 months ago
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Apple Podcasts | #85 | Taiwan/Business/Investing |
Apple Podcasts | #201 | Taiwan/Business |
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衝衝衝的布萊德 launched 7 months ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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