22 Dec 2025
51m

EP1002|救了甲骨文等於救AI?如果外資歸隊,權值大牛和記憶體、PCB、散熱、CPO的選擇?大立光庫藏股會是低點?ft.題材獵人 林漢偉

Podcast cover

兆華與股惑仔

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

EP1002|救了甲骨文等於救AI?如果外資歸隊,權值大牛和記憶體、PCB、散熱、CPO的選擇?大立光庫藏股會是低點?ft.題材獵人 林漢偉