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 | Twice weekly | Episodes | 12 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
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⚠️ 本節目為產業研究分享，不構成投資建議。
NVIDIA Vera Rubin 正式引爆 CPO 革命。
而這場革命背後，有一個幾乎沒人看懂、卻站在核心位置的公司 —— 3163 波若威。
一顆 Spectrum 交換器，
竟然需要 1024 條光纖。
32 顆 3.2T 光學引擎，
每套 Shuffle Box 單價 7,000 美金，
2027 年市場需求可能上看數萬套。
這不是題材。
這是正在發生的產業結構轉移。
本集你會聽到：
• Rubin... more
⚠️ 免責聲明： 本節目內容僅為產業基本面與技術面觀察分享，不構成任何投資建議。產業變化快速，投資人應獨立判斷並審慎評估風險。
• 連假結束，台股即將開紅盤！但在關注盤勢之餘，你領先市場掌握 AI 下一個關鍵硬體了嗎？
• 本集《衝衝衝的布萊德》將帶領粉絲深入探討 2026 年 CPO（共同封裝光學）元年下的隱形冠軍。
• 除了大家熟知的 EIC、PIC 與 FAU，布萊德特別點出 CPO 交換器機殼內不可或缺的**「Shuffle Box（光纖分纖盒）」。
• 為什麼全球光纖巨頭康寧（... more
2026 年，會是 CPO（Co-Packaged Optics）的元年嗎？
隨著 NVIDIA Vera Rubin 世代正式導入 CPO 架構，1.6T 光收發器需求暴增，光通訊產業鏈正在發生結構性改變。本集節目，布萊德用最白話的方式，拆解 CPO 技術演進（OBO → NPO → 真正 CPO），以及為何功耗與成本曲線的交叉點，將讓 CPO 開始大規模落地。
同時深入分析聯亞的營收轉折關鍵：從 Intel 矽光計畫停滯，到 Google 800G CW Laser 訂單崛起，毛利率... more
• 在農曆年前只剩下最後 8 個交易日的關鍵時刻，市場卻一點也不平靜。
• 本集《衝衝衝的布萊德》第 9 集，從美國股市上週五的重挫談起，解析川普提名 Kevin Warsh 角逐聯準會主席後，市場對降息與縮表並行的擔憂，為什麼會讓股市開始出現雜音？
• 接著回到台股，布萊德提醒粉絲們：**現在還適不適合抱股過年？**在高檔震盪的環境下，資金控管與風險意識比報酬率更重要。
• 本集重頭戲，正式填坑解析 啟碁科技（Wistron NeWeb）。從低軌道衛星地面接收設備、星鏈（Starlink... more
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- 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
Taiwana month ago - 搶頭香
乾貨滿滿！
Apple Podcasts5請老闆幫你加薪Taiwan3 months ago
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Apple Podcasts | #57 | Taiwan/Business/Investing |
Apple Podcasts | #214 | Taiwan/Business |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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衝衝衝的布萊德 launched 3 months ago and published 12 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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