🎯【先探投資週刊】總編輯黃輝明分析:
👉2026年低軌衛星預估突破6000顆,台灣為何成為終點站?
🎯三大關鍵趨勢:
👉三大兆元資金全面引爆太空經濟
👉低軌衛星發射爆增,年增超過40%
👉全球強權拉貨,最後交會點在台灣
👉關鍵指標股進入價值重估轉折
==請在留言區告訴您的選擇==
🎯二個月前跟到穩懋翻倍奇蹟,留言「888」
🎯體驗翻倍太空衛星股快感觀眾,留言「+1」
00:00 總編開場
00:29 美日強權爭霸
02:00 主權衛星成... more
【賺財富 看先探】春節特別節目
🎯【鈞弘資本執行長】沈萬鈞vs.【先探投資週刊】總編輯黃輝明、數位財經編輯李孟蓁
👉CES風向球:輝達從「秀硬體」轉向「秀應用」
👉物理AI關鍵不是更聰明,而是更快、更低延遲
👉AI代理商業模式可能被整個改寫。
👉記憶體(HBM/DRAM)供需緊張會被放大
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
✓ 點我訂閱《先探i投資》YouTube頻道 reurl.cc/gYdGjL
more
🎯【賺財富 看先探】春節特別節目
🎯【鈞弘資本執行長】沈萬鈞vs.【先探投資週刊】總編輯黃輝明、數位財經編輯李孟蓁
👉台積電法說定錨:AI沒泡沫,台股進入重新排隊
👉CPO光通訊關鍵,自駕車/機器人走向低延遲
👉CAPEX、AI需求、先進封裝與供應鏈新排名
👉記憶體、ABF、T-Glass缺貨,資金找尋出路
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2
✓ 點我訂閱《先探i投資》YouTube頻道 reurl.c... more
🎯【先探投資週刊】總編輯黃輝明分析:
👉鈣鈦礦效率衝破34.8%!領先矽晶一個世代?馬斯克為何急搶太陽能黑科技
🎯三大關鍵趨勢:
👉馬斯克能源終局:AI算力戰爭背後電力革命
👉技術代差革命:效率34.8%背後的結構顛覆
👉地緣政治升級:日本國策 vs 中國矽晶壟斷
👉台灣軍火庫中,誰具備核心結構性優勢?
==請在留言區告訴您的選擇==
🎯這是下個能源霸權開局?還是另一場產業泡沫?
看好者打「YES」
保守打「NO」
🎯相信【賺財富 看先探】... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #112 |
Listeners, social reach, demographics and more for this podcast.
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賺財富看先探 launched 9 months ago and published 39 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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