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投資機加酒 EP54| 輝達GB300供應鏈啟動!升級重點有哪些?鴻海吹起反攻號角 關鍵轉折訊號怎麼看?| #劉烱德
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2024/12/26
財富履行團
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最短命的AI伺服器?輝達GB200生命周期僅半年?
輝達GB300年中接棒演出,升級重點有哪些?
價值投資法,比起台積電,外資更看重鴻海這一點?
年後外資歸隊股價一路衝,鴻海已經跌無可跌了?
散熱需求倍增,GB300將全面採用液冷散熱?
鴻海主導散熱採購權,鴻準大利多股價卻不漲?
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