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    5. 理財周刊1195期:美台超級財報週、蘇姿丰來了 AI再起 留意電能

    理財周刊1195期:美台超級財報週、蘇姿丰來了 AI再起 留意電能

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    Publisher 理財周刊
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    2023/07/20
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    84
    ID
    371648
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    理財周刊1195期:美台超級財報週、蘇姿丰來了 AI再起 留意電能

    升息循環進入尾聲,美元指數持續走弱,資金將轉進新興市場。AI成為全球顯學,台灣的半導體相關產業鏈,是支持大企業發展AI的關鍵,輝達、超微表現舉足輕重。AI股輪動,從IP、伺服器、散熱到測試生生不息,看似震盪加劇,但高價IP股創意、世芯創高,預示了行情並未結束。而《理財周刊》1188期介紹的AI伺服器滑軌王川湖「出關」再創天價,那麼還沒「出關」的緯創,會不會複製川湖的模式,是AI族群關心的指標。...請看《理財周刊》1195期更多精采內容

    ◆聚焦7月20日台積電法說會 台積電概念股水漲船高?

    ◆蘇姿丰來台 AI股續強?

    ◆豪勉今年EPS將暴增五倍

    ◆士電下半年業績將再創高

    ◆華為開啟800G交換器時代 楠梓電好嗨
    More
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    理周專欄

    編輯台 6 人工智慧產業利多不斷 科技巨頭財報仍是關鍵

    發行人語 8 美元跌 萬物漲

    房市觀察 10 當前都更危老所面臨最重要的十二大議題

    全球理財觀 16 震盪是為了走更遠的路 電腦股的價值重估行情

    編輯室觀點 20 聚焦7月20日台積電法說會 台積電概念股水漲船高?

    博士爸爸選好股 22 逸達生技 以研發為核心 平衡短期可持續性的營收及長期高價值的產品線(上)



    一籃子黑馬股 26 大盤震盪 多空操作不佳 檢視個股業績為上策

    戰情室 28 多單減一成 持股七成續抱



    封面故事

    30 美台超級財報週、蘇姿丰來了 AI再起 留意電能

    34 蘇姿丰來台 AI股續強?

    36 和碩走勢循廣達模式表現

    38 士電下半年業績將再創高

    40 力致拓展伺服器浸沒式散熱

    42 神達接單出貨 營運升溫

    44 豪勉今年EPS將暴增五倍

    46 曜越看好電競機箱換機潮
    More
    More

    Details

    Released
    2023/07/20
    Language
    Traditional Chinese
    File format
    PDF: Fit in large screen
    Provide Adobe DRM
    Provide PDF
    Offer DRM free license
    Yes
    ID
    371648

    財經

    台股

    股票

    投資

    基金

    房市

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    理財

    理財周刊

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    理財周刊1296期:川普宣布以伊停火 三大類股突圍 台積電AI供應鏈看旺 三大內需股轉強

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    理財周刊1295期:匯率、關稅大限、以伊戰爭衝擊油價 鎖定高毛利AI股

    理財周刊1294期:台積電重返千元點火 AI台灣蓄勢衝 作帳行情升溫

    理財周刊1294期 點股成金特別版

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    理財周刊1293期:新台幣升破30元操作策略 4大類匯賺股

    理財周刊1292期:2025非核家園 孕育AI大商機

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