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 | 3 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
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🔥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
🔥台灣儲能產業黃金成長期！全球能源轉型與電網韌性需求，推升儲能系統成再生能源核心基礎。
⚡ 泓德能源(6873)海外佈局澳洲、日本、菲律賓，打造光儲一體化，目標超過3GW！
⚡ 雲豹能源(6869)建置容量達459MW，首創便利商店微電網示範場，並加速進軍日、菲、越市場。
🎯 本集重點解析
👉全球儲能趨勢與政策推力
👉泓德能源的海外市場戰略
👉雲豹能源的多元儲能布局
✓ 點我訂閱《先探投資週刊》weekly.invest.com.tw/edm/202... more
🎯【先探投資週刊】資深研究員吳旻蓁深入分析。
📢 AI驅動高速傳輸升級，5G、FWA與 WiFi7終端市場升級，網通光通迎來大成長。
📌智邦(2345)產品進入高速成長期，智邦卡位關鍵位置，營運可望持續走高。
📌智易(3596)歐洲客戶無線基地台出貨，加上北美MSO 客戶拉貨，帶動整體營收穩健成長，創下歷年同期新高
🎯 本集重點解析：
1️⃣1.6T換機潮全面啟動
2️⃣OCP白牌滲透率激增
3️⃣網通廠H2營運有望回升
✓ 點我訂閱《先探投資週刊》http:/... more
🔥液冷散熱技術全面崛起！三大台廠潛力股：奇鋐（3017）、富世達（6805）、嘉澤（3533），誰在這波「AI伺服器散熱革命」中拔得頭籌？
📢高盛上調奇鋐目標價至1007元
📢富世達打入美系水冷供應鏈
📢嘉澤擁NVQD認證，明年放量可期
🎯 本集重點解析
1️⃣ 為何液冷散熱成AI新基建？
2️⃣ 奇鋐、富世達、嘉澤基本面關鍵轉機
3️⃣ 散熱供應鏈如何成「AI千金股孵化器」
✓ 點我訂閱《先探投資週刊》weekly.invest.com.tw/... more
🎯【先探投資週刊】資深研究員吳旻蓁深入分析。
📢 稀土科技戰資源王牌！中國壟斷上游供應，供應鏈重組潮中，台廠中下游應用端脫穎而出。
📌 美琪瑪(4721)：深耕電池材料，擴充回收鈷產能，受惠循環經濟與電動車需求爆發。
📌 昇貿(3305)：掌握鉍原料優勢，搶攻 AI 伺服器散熱模組急單，訂單能見度直達年底。
🎯 本集重點解析
1️⃣ 稀土成科技博弈核心
2️⃣ 台廠中下游應用商機
3️⃣ 供應鏈重組受惠鏈條
4️⃣ 台廠稀土概念股出列
✓ 點我訂閱《先探投資... more
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