📢📢10月起加入【先探i投資】YT頻道會員,搶先觀看最新影片,掌握最新投資訊息。
🎯【先探投資週刊】總編輯黃輝明深入分析:
👉這次記憶體不只是循環,而是 AI創造的超級漲價週期。
👉HBM極度稀缺,COWOS-L封裝將HBM整合進GPU,產能缺到2026年!
👉DRAM雙軌發展,走向高階化及普及化。
📌南亞科(2408):DDR4合約價大漲,Q3轉盈、Q4續強。
📌華邦電(2344):特殊DRAM+SLC NAND,庫存受惠價格上漲。
📌威剛(3260)... more
【先探投資週刊】總編輯黃輝明深入分析:
👉甲骨文大漲AI訓練轉推理,第二曲線受惠族群:算力、電力、傳輸力。
👉輝達GB300液冷時代,雙鴻(3324)搶佔散熱先機,成最大贏家。
✓ 點我訂閱《先探投資週刊》weekly.invest.com.tw/edm/20250...
✓ 點我訂閱《先探投資週刊》YouTube 頻道 / @weekly.invest
✓ 點我進入《先探投資週刊》官網 weekly.invest.com.tw/
【Faceb... more
【先探投資週刊】總編輯黃輝明深入分析:
👉南寶(4766)與新應材(4749)、信紘科(6667)聯手成立「新寶紘」,搶攻UV解黏膠。
👉金居(8358)AI伺服器材料鏈中的「銅箔黑馬」,重點良率提升與產能轉換獲利速度。
📌AI伺服器升級,受惠台積電先進封裝與上游材料,關鍵材料搶下先機!
📌AWS 最新 Trainium3伺服器導入 HVLP4 銅箔,誰能吃下AI資料擴張紅利?
✓ 點我訂閱《先探投資週刊》weekly.invest.com.tw/edm/2... more
【先探投資週刊】總編輯黃輝明深入分析:
👉AI高階需求爆發,CCL三本柱台光電(2383)、台燿(6274)、聯茂(6213),迎史上龐大商機。
👉電力規格再升級,電力大革命,光寶科(2301)AI營收占比預計超過20%。
📌PCB上游高階需求大增,材料升級,高階產品供不應求狀況。
📌AI伺服器需求暢旺,BBU、電力商機高成長。
✓ 點我訂閱《先探投資週刊》weekly.invest.com.tw/edm/20250...
✓ 點我訂閱《先探投資週刊》Y... more
People also subscribe to these shows.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #223 |
Listeners, social reach, demographics and more for this podcast.
Listeners per Episode | Gender Skew | Location | |||
---|---|---|---|---|---|
Interests | Professions | Age Range | |||
Household Income | Social Media Reach |
Rephonic provides a wide range of podcast stats for 賺財富看先探. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 賺財富看先探 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 賺財富看先探, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
Rephonic provides comprehensive predictive audience data for 賺財富看先探, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
To see how many followers or subscribers 賺財富看先探 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
These podcasts share a similar audience with 賺財富看先探:
1. 兆華與阿格力-有求必應
2. 鈔錢部署|盧燕俐
3. 兆華與股惑仔
4. 今周大耳朵
5. MacroMicro 財經M平方
賺財富看先探 launched 5 months ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Rephonic pulls ratings and reviews for 賺財富看先探 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of 賺財富看先探. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.