懂產業看先探
先探投資週刊全方位掌握財經脈動，深入財經背後的產業結構、資金流向與國際政經變局。從半導體、AI伺服器、電動車、軍工、生技，到財經政策變動、通膨利率與國際政經演變，每一集都幫助你，建立對財經世界的立體理解。 -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 8 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | BusinessInvesting | ||
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Latest Episodes
📢📢10月起加入【先探i投資】YT頻道會員，搶先觀看最新影片，掌握最新投資訊息。
🎯【先探投資週刊】資深研究員吳旻蓁深入分析：
📌AI伺服器、智慧手機、電動車到AI穿戴裝置，上市之前必須通過層層檢測，少一關沒過，就等於無法進入市場！
👉AI應用＋中美科技對抗＋法規趨嚴，帶動檢測需求成長。
👉美國FCC撤銷7家中國實驗室資格，轉單效應湧現。
👉AI伺服器高壓直流＆液冷檢測需求暴增。
👉AI眼鏡、穿戴式裝置，SAR與資安測試需求強勁。
📌台灣檢測三雄亮點： more
📢📢10月起加入【先探i投資】YT頻道會員，搶先觀看最新影片，掌握最新投資訊息。
🎯【先探投資週刊】資深研究員吳旻蓁深入分析：
👉伺服器滑軌 ASP 不降反升，價格長期硬挺。
👉客戶都是 AWS、Google、微軟等雲端巨頭。
👉進入門檻高，競爭者少，能切入就是長期穩定獲利。
🎯南俊國際（6584）焦點：
👉伺服器滑軌營收比重突破5成。
👉毛利率從25%升至32.5%，營益率連兩季大幅成長。
👉第四季起新產線全面到位，營收與獲利爆發可期。
✓ 點... more
🎯【先探投資週刊】研究員周佳蓉完整分析。
📢無人計程車被視為自駕車商的轉折點，美中車廠跑出數百萬載客數據。
📢黃仁勳看好自駕車因為AI技術進步，台廠供應鏈正悄悄卡位。
📌亞光(3019)無人計程車需要大量鏡頭進行環境感知，著自駕滲透率上升而受惠。
📌聯發科(2454)與輝達推出車用智慧座艙解決方案，SoC與V2X通訊晶片領域發展。
🎯 本集重點解析
1️⃣Robotaxi商轉潮起跑
2️⃣美中技術與商模角力
3️⃣光學鏡頭、車電平台、晶片供應鏈卡位
✓ ... more
🔥從 GB200→GB300，AI伺服器耗電狂飆！台達電×光寶科搶BBU商機
⚡台達電（2308）升級電源解決方案，奠定產業龍頭地位。
⚡光寶科（2301）雲物聯營收占比大增，BBU與電源櫃加速出貨。
⚡BBU供應鏈擴散效應！AES-KY(6781)、順達(3211)、新盛力(4931)受惠
🎯 本集重點解析
1️⃣AI耗電推BBU需求
2️⃣台達電×光寶科搶BBU商機
3️⃣BBU供應鏈擴散效應
✓ 點我訂閱《先探投資週刊》weekly.invest... more
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Apple Podcasts | #151 |  Taiwan/Business/Investing |
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Which podcasts are similar to 懂產業看先探?
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1. 老謝在先探
2. 財訊 《Wealth Magazine》
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4. 股市隱者
5. 鈔錢部署｜盧燕俐
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懂產業看先探 launched 2 months ago and published 8 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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