談股論金
先探投資週刊《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 | 110 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
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面對中國產能紅海與AI新機遇，台灣老牌傳產啟動深度轉型，擺脫低價競爭。台塑、南亞、台化、新纖與台玻等巨頭，挾帶龐大資本與研發底蘊，強攻半導體材料、特用化學品與AI高階電子材料，將傳統製程升級為高階科技關鍵解方，實質翻轉獲利結構，開啟資本市場評價新篇章！
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老牌電子廠靠多年累積的技術與資本實力，將過去在消費電子與面板時代的經驗進行跨維度升級，強勢迎來AI復仇記！本集深度拆解聯發科、聯電、世界先進、群創及友達等大廠的AI轉型之路，並聚焦前股王大立光如何跨越手機鏡頭紅海，透過鈮酸鈦快充電池、碳化矽、光纖雷射等多角化布局，進而以微稜鏡與多排堆疊FAU黑科技進軍AI資料中心矽光子與CPO市場，引領公司從蘋果光邁入AI光通訊新紀元！
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1. 老電子轉型迎AI第二春
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AI算力大爆發使資料傳輸超越銅線物理極限，由銅轉光成為必然趨勢。Nvidia次世代Vera Rubin平台全面迎來1.6T至3.2T的高速光互連架構，驅使黃仁勳透過巨額投資與長約搶先綁定全球光通訊龍頭產能，開啟GPU與光通訊交織的黃金成長期！
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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！
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Apple Podcasts | #232 |  Taiwan/Business/Investing |
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談股論金 launched 2 years ago and published 110 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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