
這是一個投資小白的市場生存紀錄。 分享我在股市裡的觀察、操作過程、心情起伏,還有每天被市場教育後學到的事。 不一定每次都做對,甚至有時候是被打了才知道痛,但我會把真實的思考、錯誤、反省和收穫記錄下來。 如果你也是一邊學、一邊懷疑人生,那這裡應該會有一點共鳴。 聯絡信箱:feipanjeff@gmail.com
| Publishes | Twice weekly | Episodes | 9 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

這集從功率元件的細分開始聊,整理分離式元件、Power Stage等產品之間的差異,也分享自己近期如何從國際大廠的料號、應用位置與產品規格,尋找可能對標的台灣廠商,慢慢把原本模糊的功率元件題材,拆成更清楚的研究方向。
這集先不急著直接看報告,想先把 AI 電力架構的基本邏輯搞懂。從資料中心進電、備援、配電,到伺服器裡面怎麼轉換電壓,先把 12V、48V、50V、800V 這些東西拆開來看,當作後面研究相關報告前的基本功課。
這週盤勢震盪比較多,也剛好聽了一些法說會,所以這集就來整理一下自己的操作心得,以及對法說會展望的一些看法。後面也會聊到最近使用 AI 的一些模式變化
昨天看完上游洞見的文章後,簡單聊我對 PCB、ABF 載板、CAPEX 方向和擴廠節奏的理解,也在無塵室相關法說會前 ,補充理解自己對建廠順序等概念。
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #96 |
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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Fei盤 launched 2 months ago and published 9 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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