優分析 Uanalyze
優分析優分析UAnalyze ｜在投資世界中，資訊即是力量。 優分析致力於為投資人提供從公司全方位數據到市場趨勢，從財務指標到競爭分析，無所不有，讓你隨時掌握市場最新動態。 優分析產業資料庫：pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower 合作與贊助邀約，請來信至：pr@uanalyze.com.tw -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 112 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
AI浪潮不只帶動晶片、電力，更引爆「光通訊」新戰場。AI資料中心與高速網路升級潮持續推升光通訊供應鏈行情。以色列代工廠 Tower Semiconductor(TSEM-US) 與美國光模組大廠 Coherent(COHR-US) 近日雙雙公布超預期財報，前者靠矽光子製程代工接單強勁，後者則憑自製光模組訂單創高，成為市場關注的兩大亮點。
AI資料中心升級高速網路、800G與1.6T模組導入加速，整條光通訊供應鏈都在升溫。
本集帶你拆解：
🔹Tower如何用「矽光子」技術切入AI伺服器供... more
AI與資料中心的電力需求將持續上升，使能源政策的焦點從氣候轉向算力與產業競爭力。生成式AI革命兩年後，資料中心的用電需求與供應之間的落差已達關鍵程度。 AI資料中心的能源缺口已高達45GW，相當於整個伊利諾州的發電能力！
這意味著大型資料中心建設可能被電力瓶頸卡住，但中小型「離網發電設備」正在成為救急方案。
帶你了解：
🔹 AI 時代資料中心的電力缺口究竟有多嚴重
🔹中小型發電設備（小型天然氣渦輪、燃料電池、離網系統）如何搶救資料中心
🔹Bloom Energy、Cate... more
美國電力龍頭 AEP（American Electric Power） 宣布在 2026–2030 年間，投入高達 720 億美元（約新台幣 2.3 兆） 的電網與發電資本支出，原因正是 AI資料中心與製造業回流 帶來的爆炸性電力需求。
這波「AI電力升級潮」將引爆全新的基礎建設投資週期，而台灣重電廠 華城(1519-TW) 早已深度切入 AEP 供應鏈，同時供應 AI 資料中心「Stargate」計畫。
帶你瞭解：
🔹 為何 AEP 的投資會改變全球電力產業版圖？
🔹 華城如... more
你以為營收狂增就代表股價一路漲？訂單多≠股價漲，揭開「營收＋獲利」背後真正被市場關注的指標── ROIC（投資報酬率）。
勤誠自2021年投入AI伺服器，經歷前期資本投入、ROIC下滑、訂單放量，進入收割期並報酬率回升。今年前三季營收年增逾四成，股價隨之上漲。接下來重點是ROIC是否突破高點，因為資本回報決定市場評價與本益比，高ROIC才能支撐股價持續強勢。
資料來源：pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrow... more
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Apple Podcasts | #108 |  Taiwan/Business |
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優分析 Uanalyze launched a year ago and published 112 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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