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#上流投資術 #財訊 #鴻海 #聯發科 因輝達GB200伺服器出貨延後，鴻海與廣達有可能淡季不淡；再加上美國總統川普即將上任，未來推出的新政策，台灣哪些廠商有機會受惠？ 《各節重點》 ＊集團股有機會！但仍要慎選產業區塊！ ＊輝達助攻鴻海、廣達集團 ＊聯發科的夢想題材 ＊傳產集團的兩大焦點 製作｜財訊雙週刊 主持｜尚清林 來賓｜劉志明 企劃｜吳尚哲 攝影｜吳尚哲 剪輯｜吳尚哲 錄影時間｜2024.12.17 -- Hosting provided by SoundOn
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