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 | Twice weekly | Episodes | 132 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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市場傳出馬斯克可能整併旗下事業，SpaceX 正與 AI 新創 xAI 討論合併，若成真，將打造「太空＋AI」超大型企業。SpaceX 甚至向 FCC 申請，計畫發射最多 100 萬顆衛星，建立「軌道 AI 資料中心網路」。目前低軌衛星僅約 3 萬顆，計畫仍面臨頻譜、監管與太空碎片等挑戰。這不只是併購，更是馬斯克布局 AI＋太空＋能源的超級系統，版圖顯然還在擴張中。
#馬斯克 #SpaceX #AI資料中心 #低軌衛星 #產業分析 #優分析 #基本面 #投資分析
👉 本節目語音由AI生成，... more
🚗 東陽(1319) 2025營運解析｜AM龍頭回溫｜OEM谷底翻升
2025年逆風重重，東陽還創下 歷史次高營收！
12月單月營收20.93億，全年營收約250.9億，逆風下依舊穩健。
東陽是 全球汽車售後維修(AM)碰撞件龍頭，北美市佔接近七成，高頻零件需求穩定。
台南工廠已經投產，七股新廠明年跟進，提前布局未來成長。
OEM 方面，台灣第四季新車回溫，中國 OEM 經過整併也已由虧轉盈，不再拖累獲利。
北美平均車齡拉長，消費者換車意願下降，維修與二手車需求剛性，AM長期... more
穩懋(3105)這幾年股價與基本面大幅走弱，許多人以為是技術落後，其實真正原因來自中國 Android 客戶庫存調整，導致 Cellular 與 Wi-Fi 需求急凍，產能利用率一度跌到 20%，毛利率全面崩盤。
但近期市場開始上修穩懋，關鍵不在手機復甦，而是光通訊與 Infrastructure（資料中心、衛星、基地台）需求逐步放量，帶動 GaN、pHEMT 等高毛利產品占比提升，產能利用率回升，毛利結構出現結構性改善。
【優分析官方課】一次搞懂全產業架構
產業大全班 https:... more
花旗最新研究指出，輝達下一代 Vera Rubin 架構 AI 伺服器，未來兩年將對全球 SSD 與 NAND 快閃記憶體市場帶來結構性衝擊。
根據推估，Vera Rubin 平台在 2026 年將消耗全球約 2.8% 的 NAND 需求，2027 年占比更可能攀升至約 9.3%，單一 AI 架構即接近全球一成用量。
在 NVL72 架構中，單一機架 SSD 容量高達 1.15PB，顯示 AI 伺服器正式進入 PB 級儲存時代。
【優分析官方課】一次搞懂全產業架構
產業大全班 ht... more
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Apple Podcasts | #107 |  Taiwan/Business |
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優分析 Uanalyze launched a year ago and published 132 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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