全知熱訊｜你的 AI 財經耳機
全知熱訊每天濃縮股市與財經報告，掌握最新行情、焦點個股與市場脈動。AI 摘要生成，快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 26 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | InvestingNewsBusiness | ||
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記憶體「超級週期」的核心是AI（人工智慧）。生成式AI的崛起，使需求從消費端不穩定的「週期性」轉向雲端巨頭間穩定的「結構性軍備競賽」。關鍵在於HBM（高頻寬記憶體）這項客製化技術，它打破了「記憶體牆」。HBM使產業模式改為「先接單，再擴產」，消除了週期賭博風險。這促使市場將記憶體業從PB（淨值）估值轉向PE（獲利能力）估值，進行徹底的價值重估。
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AI伺服器熱潮不退：從勤誠、高力到聯發科、記憶體超級週期，一覽台廠供應鏈最新戰局與潛力股解析
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科技巨頭財報拆解：聯發科賭ASIC、摺疊機爆發與記憶體超級週期，投行最新評級與目標價深度分析（高盛、大摩、麥格理）
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美中貿易戰升級，川普宣布提高中國關稅100%，中國擴大稀土出口管制，可能影響半導體設備供應鏈。在企業動態方面，台達電因基礎設施和液冷系統出貨強勁，九月營收創歷史新高。大立光第三季淨利年增7%，但毛利率受匯損影響，預計未來將靠鏡頭規格升級和折疊手機趨勢來恢復。先進封裝設備業者如GPTC和ART持續受惠於AI需求和CoWoS產能擴建。此外，MPI宣布收購德國經銷商ATV，以強化其歐洲市場的銷售與服務能力。
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