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 | 127 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
低軌衛星不再只是 SpaceX 的故事。 FCC 核准 Starlink 擴編至 1.5 萬顆、歐洲 OneWeb 加速下單、中國一次申報超過 20 萬顆衛星星座，這場競賽已正式升級為國家層級的通訊與太空戰略。在這波浪潮中，HDI PCB 龍頭 華通(2313)，為何選擇將資本支出從原本的 100 億，一口氣上修至 150 億？ 泰國廠、台灣廠如何分工？低軌衛星與 AI 伺服器，會不會成為下一段長期成長動能？這集解析：
👉 低軌衛星產業真正的「基礎建設化」訊號
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AI 推論時代已來臨，NAND Flash 不再只是配角，而是決定 AI 系統效能與成本的關鍵！
過去大家只關心 GPU 算力，但隨著大型模型與即時推論需求暴增，記憶體架構的效率才是 AI 成敗的關鍵。
帶你完整解析：
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SpaceX 持續主導市場，Falcon 9 成功率領全球衛星進入軌道，而 Starship 正準備挑戰火星任務，更可能在 2026 年啟動史上最大規模 IPO，募資高達 300 億美元，推動太空產業供應鏈全面擴張。
Blue Origin 也不甘落後，New Glenn 火箭加速測試與量產，鎖定商業與國防市場。Rocket Lab、Firefly 等新勢力加入，讓美國太空市場進入「多強並立」時代。中國與歐洲也加速投資可重複使用火箭技術，全球競爭格局正在重塑。
帶你完整解析：
✔️Spa... more
豐祥-KY（5288-TW）2025 營運低迷，受北美休閒車庫存延長、越南機車需求疲弱及美國關稅政策影響，休閒車與機車出貨與營收受抑。
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Apple Podcasts | #75 |  Taiwan/Business |
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優分析 Uanalyze launched a year ago and published 127 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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