
《先探投資週刊》總編輯黃輝明,與總主筆黃啟乙,每周分享最新一期出刊的先探雜誌,帶大家快速掌握市場脈動、追蹤最新產業趨勢及焦點議題!看先探、搶先賺! ◎如果你想要掌握先探編輯團隊深入的產業脈動分析、挖掘波段潛力股,歡迎訂閱pressplay【先探贏家—先探精選】bit.ly/3fvvvNg ◎最新出刊消息請至《先探投資週刊》官網 weekly.invest.com.tw/ ◎歡迎隨時關注《先探投資週刊》臉書 www.facebook.com/weeklyfans -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 107 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

AI 算力大爆發卻引爆龐大功耗危機,默默支撐運算與電力的功率半導體正接棒 AI 賽道!在資料中心電力鏈升級、國際 IDM 廠與陸廠紛紛啟動漲價潮的供需結構翻轉下,台廠供應鏈如強茂、台半與德微等,憑藉中高壓與保護元件的技術升級,正迎來結構性轉變與長線黃金成長期!
【單集重點】
1. 功耗危機引爆功率半導體漲價潮
2. 資料中心電力鏈結構升級成主軸
3. 強茂打入輝達機櫃迎黃金五年
4. 台半與德微攻高階應用營收創高
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SpaceX 將於六月上市,預估估值衝破兩兆美元,超越沙美石油成為史上最大 IPO!節目將剖析馬斯克打包 xAI 夾帶上市的融資算盤,並解密高毛利 Starlink 如何成為撐起太空帝國的獲利金雞母,帶您搶先掌握這場引爆華爾街的太空資本風暴。
【單集重點】
1. 史上最大兩兆估值 IPO
2. 包裹合併 xAI 夾帶上市
3. Starlink 訂閱制高獲利
4. 美軍與 NASA 唯一信賴系統
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董事長陳泰銘宣告「國巨已經不是你以前認識的國巨!」在AI基礎設施瘋狂擴張下,被動元件從景氣波動的大宗標準品,躍升為穩定AI系統的核心主角。國巨透過全球連環併購,成功朝高客製化、高門檻領域轉型,並打造出全球唯一能提供主被動元件的一站式平台,全面邁向全新的價值重估之路!
【單集重點】
1. AI引爆高階MLCC需求
2. 連環併購改寫產業地位
3. 鉭質電容結合AI成毛利功臣
4. 收購芝浦補齊熱管理拼圖
5. 一站式平台擺脫估值天花板
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美國五大 CSP 業者資本支出飆升,帶動 AI 基礎設施全面擴張。台灣科技業迎來史上最大規模投資循環,從台積電領軍擴產,到電力與散熱需求的轉向,深度解析 AI 算力如何重塑產業鏈!
【單集重點】
1. CSP 資本支出飆升七成
2. 台積電建十三座新工廠
3. AI 瓶頸轉向電力與散熱
4. 台廠組裝朝整機櫃轉型
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Apple Podcasts | #215 |
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談股論金 launched 2 years ago and published 107 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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