🎯【先探投資週刊】總編輯黃輝明深入分析:
👉AI進入Scale-Out與Scale-Across時代,光通訊正式接管一切!
👉Broadcom、Marvell、Coherent到台廠穩懋、聯亞、光聖、華星光股價連動
🎯本集重點解析
👉算力三階段革命:Scale-Up → Scale-Out → Scale-Across
👉銅線極限來了:1.6T 時代逼出光通訊接班
👉機櫃內銅線續命、機櫃外光纖接管
👉台股隱形冠軍,點名光通訊超級週期
📢📢加入【先探... more
🎯【先探投資週刊】總編輯黃輝明深入分析:
👉AI+2 奈米 GAA+全球在地化三股力量,拆解台積電、海力士的K型擴產底氣。
👉真正最早預告景氣的「金絲雀」,不是台積電,而是做廠務工程的帆宣。
🎯本集重點解析
👉三股力量啟動不是景氣反彈,是2026結構性革命。
👉AI時代誰敢擴產,誰就先卡位未來的獲利與市佔。
👉2 奈米不只是前段製程,後段測試設備被低估爆點。
👉台積電海外擴廠不停,帆宣(6196)是最先下一波景氣的。
📢📢加入【先探i投資】頻道會員... more
🎯【先探投資週刊】總編輯黃輝明深入分析:
Google打出「史詩級逆襲」,本集看懂三大關鍵逆轉訊號,以及背後台股受惠供應鏈大爆發。
🎯本集重點解析
👉三大逆轉訊號證明Google重回AI核心
👉兩大意外推動Google的AI全面加速
👉Google打造的AI生態三軸正式成形
👉AI新版圖台股AI供應鏈多頭起跑
📢📢加入【先探i投資】頻道會員,觀看最新影片,掌握最新投資訊息。
✓ 點我訂閱《先探投資週刊》reurl.cc/4Nxro2 more
🎯【先探投資週刊】總編輯黃輝明深入分析:
1️⃣PCB隱憂關鍵缺料
👉高階HVLP4銅箔、T-Glass、M8.5~M9超低介電材料,供應嚴重落後。
2026年銅箔缺口恐擴大至25%。
2️⃣鑽針從耗材變戰略物資
👉AI 板厚達40–50層,鑽孔縱橫比暴升至30–40倍。
傳統白針:3000孔 → AI板只剩 100孔。
鍍膜鑽針:一根抵三根,壽命回升到 500孔。
3️⃣PCB的贏家邏輯
👉M9級板材硬脆問題
高層板 HLC 工藝。
AI伺服器訊... more
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賺財富看先探 launched 7 months ago and published 28 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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