FutureCast/未来播报
atelierqin洞悉明日科技趋势，把握实时投资机遇。 Unlock tomorrow's tech trends and capture today's investment opportunities.
| Publishes | Daily | Episodes | 170 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyNews |
Listen to this Podcast
Latest Episodes
🔥【核心洞察】
* BofA提出美元下半年“3H”看涨框架：美国银行全球研究指出，2026年下半年美元将受到霍尔木兹海峡（Hormuz）地缘紧张、美联储（Hawkish Fed）鹰派立场、超大规模企业（Hyperscalers）AI资本开支三大主题的共同支撑。三个因素叠加，对美元构成“净看涨”环境。
* 霍尔木兹紧张推升油价，美元与油价相关性重新挂钩：中东局势再度紧张，布伦特原油从低点已反弹约20%。BofA外汇策略师Alex Cohen指出，市场存在大量石油净空头头寸，叠加库存处于低位，油价... more
🔥【核心洞察】
四大瓶颈卡住商业化喉咙：标准未定、可靠性验证不足、800V HVDC已“足够好”、缺乏成熟案例。SST的大规模数据中心部署2028年前基本不可能。
订单数据令人清醒：北美一家电气设备公司目前仅获得约100-200台SST订单，中国西电仅4台海外订单。国内超20家公司宣布进入SST领域，但专家指出多数仍停留在研发阶段，缺乏量产能力。
800V HVDC是更务实的过渡方案：传统UPS、800V HVDC和SST三种架构预计将共存5到10年。SST不是来“革HVDC的命”，而是在HV... more
🔥【核心洞察】
Scale-Up市场规模四年上调四倍：摩根士丹利2026年7月13日最新报告将AI“扩展网络”（Scale-Up Network）市场规模预测上调至2030年约720亿美元，是去年预测的2029年170亿美元规模的四倍以上。同期Scale-Out（跨集群网络）市场约520亿美元。
“铜缆不退，光学必来”——铜的寿命比想象中长，但光终将胜出：在单机架内，铜缆凭借低延迟、低功耗、低成本仍是首选。但随着信号速率从100G向200G/400G SerDes演进，AI集群从8卡走向144... more
🔥【核心洞察】
* 目标价从479港元下调至447港元：野村证券维持胜宏科技“买入”评级，但因HDI PCB收入贡献可能低于预期，将目标价从479港元下调至447港元，基于27倍2027财年每股收益（人民币14.41元）。新目标价隐含约94% 的潜在上涨空间。
* 短期担忧被夸大，长期逻辑未破：野村认为，市场对NVIDIA Kyber机架延迟和GPU客户供应链多元化的短期担忧被过度放大。胜宏在英伟达下一代Rubin平台（2026-2028年）中预计占据约50%-55% 的PCB份额，这才是真正... more
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Apple Podcasts | #64 | China/Technology |
Apple Podcasts | #140 |  Hong Kong/Technology |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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How many episodes of FutureCast/未来播报 are there?
FutureCast/未来播报 launched a year ago and published 170 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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