元大近期推出的台灣價值高息 ETF(00940) 造成全民申購，除了月月配，高股息 ETF 去年大漲的原因是什麼？下一代 Nvidia DGX GPU 伺服器將採用水冷散熱，帶動散熱相關族群近期的股價表現。 【台股高股息 ETF 全民運動】 01:25 元大推出台灣價值高息 ETF (00940) ，兩天內就募集近千億元。 03:03 去年多款高股息 ETF 都選到 AI 相關的 ODM 廠商。 08:49 近期高股息 ETF 的申購金額龐大，會對成分股造成較大的波動，這樣的預期部分也 price in 目前的價格當中。 【Nvidia 下一代晶片帶動散熱股夯】 15:25 下一代 Nvidia DGX GPU 伺服器將採用水冷散熱，帶動散熱族群股價。 23:00 由散熱規格提升，加上 Nvidia 近期頻繁調整供應商，將出現全新的機會。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14212 業務合作聯絡信箱：[email protected] 財報狗社群 財報狗智囊團 財報狗 Discord
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