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全知熱訊|你的 AI 財經耳機
全知熱訊
26 episodes
1 week ago
每天濃縮股市與財經報告,掌握最新行情、焦點個股與市場脈動。AI 摘要生成,快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn
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Investing
Business
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All content for 全知熱訊|你的 AI 財經耳機 is the property of 全知熱訊 and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
每天濃縮股市與財經報告,掌握最新行情、焦點個股與市場脈動。AI 摘要生成,快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn
Show more...
Investing
Business
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EP20 | AI晶片浪潮下的供應鏈解密:台積電、鴻海、信驊、美達的漲價與技術瓶頸
全知熱訊|你的 AI 財經耳機
21 minutes
1 month ago
EP20 | AI晶片浪潮下的供應鏈解密:台積電、鴻海、信驊、美達的漲價與技術瓶頸
根據提供的資料,PCB產業景氣持續看好,上游材料如銅箔、玻纖布、鑽針等供應緊缺。受AI伺服器需求強勁及主權算力趨勢推動,雲端服務供應商(CSP)紛紛上修資本支出。鴻海因AI伺服器機櫃營收強勁成長,預期市佔率將提升。台積電則因AI半導體需求旺盛,先進製程產能吃緊,可能調漲晶圓價格。信驊(Aspeed)也因伺服器需求熱絡而受惠。 -- Hosting provided by SoundOn
全知熱訊|你的 AI 財經耳機
每天濃縮股市與財經報告,掌握最新行情、焦點個股與市場脈動。AI 摘要生成,快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn