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    5. 理財周刊1238期:COMPUTEX展 聚焦AI PC供應鏈

    理財周刊1238期:COMPUTEX展 聚焦AI PC供應鏈

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    Publisher 理財周刊
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    2024/05/16
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    439832
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    理財周刊1238期:COMPUTEX展 聚焦AI PC供應鏈

    台北國際電腦展(COMPUTEX)即將於六月初正式登場,延續年初美國CES主軸五大亮點,背後都圍繞著AI各項應用,再觀察此次包括超微(AMD)等四大咖CEO的主題演講內容,全數聚焦在AI PC布局與新應用上。去年生成式AI雲端伺服器的爆發激勵台股大盤指數攻漲兩千點,供應鏈相關個股平均漲幅都在30%以上,理周投研部認為,目前大盤指數處於高檔,欲再有千點漲幅不易,但欲跌也不容易,因此趁著電腦展聚焦AI PC從電源管理IC、記憶體、高速傳輸、散熱到組裝、品牌等值得留意與著墨。...請看《理財周刊》1238期更多精采內容



    ◆省電夏一跳

    ◆決戰輝達財報 費城半導體有補漲機會

    ◆五月報稅季到 ETF聰明報稅全攻略!

    ◆COMPUTEX展 聚焦AI PC供應鏈

    ◆輝達推AI機器人 鴻準有經驗
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    1238目錄 2024.05.17.~05.27


    理周專欄

    編輯台 6 COMPUTEX大咖匯聚 AI PC市場戰鼓急擂

    發行人語 8 省電夏一跳

    房市觀察 10 從公平會處分案例看購屋應注意事項(十三)

    全球理財觀 14 決戰輝達財報 費城半導體有補漲機會

    編輯室觀點 18 五月報稅季到 ETF聰明報稅全攻略!

    博士爸爸選好股 20 科妍 以科學創造更佳的願景(下)

    財富建築指南 24 假設今年聯準會不降息 投資人該如何因應?

    企業巡禮 26 駿吉引進梁見國新董事 打造傳產轉型AI科技傳奇

    高資產一籃子黑馬股 28 多方倉川湖賺20元 空方倉新盛力獲利1.55元

    理周戰情室 台股一路發操作策略: 30 專注理周精挑穩紮穩打投資組合



    封面故事

    32 COMPUTEX展 聚焦AI PC供應鏈

    36 華碩下半年進入新成長周期

    38 宏碁AI PC新品上市 挹注成長動能

    40 輝達推AI機器人 鴻準有經驗

    42 瑞耘迎AI與HPC大商機



    特別企畫 44 掌握半導體ETF 搭上產業成長順風車

    飆股鑫天地 48 規格提升推高毛利率 今年營運逐季往上

    股博士袁中麟-要你股漲 50 成長股操作策略─威廉.歐尼爾CAN SLIM策略:S=籌碼的供需及I=法人買進

    股期天地會 52 520,然後呢?

    總經新視界 54 巴菲特賣蘋果不用慌 高檔震盪出飆股

    騙線 56 是該時候回頭看IC設計了

    AI智能交易 58 交易者如何在信息爆炸時代中保持理性

    價投實踐家 60 市場報酬在那裡,主動投資淚如雨 量化模型何足懼,算力趨勢譜美曲

    財經趨勢透視鏡 62 聯準會「鷹」風暫歇 股市重回多頭軌道!

    外匯實戰攻略 64 美CPI持續頑強 黃金大漲

    發哥好宅面面觀 68 發哥好宅─ 強震周期將至!居住安全從「施工品質」來看

    解碼房市 70 台中七期成中台灣曼哈頓 企業主「愛面子」 新商辦走豪辦規格

    理善大家來 76 兒童「遊戲聖殿」的守護者─特公盟

    理財我最大-寶山會客室 78 投資世界級公司 享受經濟持續成長的利益 定期定額 首選市場型ETF
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    Released
    2024/05/16
    Language
    Traditional Chinese
    File format
    PDF: Fit in large screen
    Provide Adobe DRM
    Provide PDF
    Offer DRM free license
    Yes
    ID
    439832

    理財

    台股

    股票

    投資

    基金

    房市

    股市

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    理財週刊

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    理財周刊1291期:輝達驚奇2.0 引爆三大利多

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    理財周刊1290期:《美中貿易談判讓步》 台股大解套

    理財周刊1289期:520行情vs.匯率大戰

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    理財周刊1286期:90天偏多操作D-DAY

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