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這是用AI生成的Podcast，不喜勿入 因為個人想認識上市櫃公司和盤勢，選股會依當天熱門標的中隨機挑選三檔
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Sign up to generate a grounded pitch for 米哥挖土機.
Signup to Generate a Pitch米哥挖土機 is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Unknown Host hosts 米哥挖土機, a general show with 0 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
米哥挖土機
<p>今天這集我們來聊聊,AI 這股熱潮到底怎麼一路燒進台股的硬體供應鏈。麗臺(2465)是老牌 NVIDIA 專業繪圖卡廠,靠企業自己機房裡的 AI 需求,月營收直接噴出來、單季還轉虧為盈。健和興(3003)做的是資料中心裡那種扛得住大電流的連接器,AI 機房越吃電、它的生意越好,上半年獲利直接翻倍跳。志聖(2467)則是半導體後段的設備廠,趁著先進封裝擴產這波,機台跟著賣到營收獲利雙創新高。今天挖到的這三家都很有意思,進來聽聽看。</p><p><br></p>
米哥挖土機
<p>今天這三家有個共同點——全都在幫 AI 時代的「硬需求」做零件，而且營收都在噴。全球傳動做的是讓機器手臂精準移動的滾珠螺桿，剛好卡到人形機器人送樣這條大浪；廣閎科的驅動 IC 專門控制 AI 伺服器裡那一堆狂轉的散熱風扇，7 月營收直接創 40 個月新高；廣積則把工業電腦轉去做網通和邊緣 AI，還被 AMD 挑中當台灣唯一的硬體策略夥伴。題材聽起來都很香，但估值貴不貴、獲利跟不跟得上，才是真正要盯的地方。今天挖到的這三家都很有意思，進來聽聽看。</p>
米哥挖土機
<p>今天這集有點意思——三家看起來八竿子打不著的公司，剛好串起台股從 AI 到航海的三種賺錢邏輯。鴻海是 AI 伺服器的「總裝廠」，全球每十台 AI 機櫃就有四台出自它手，正從手機代工變身系統大廠；聯發科手機晶片世界第二，真正的看點是能不能靠 AI ASIC 和車用晶片把自己重估成資料中心成長股；長榮則是最經典的景氣循環股，短期靠地緣運價和高股利撐場，長期最大的敵人永遠是自己這行的供給過剩。一個做組裝、一個拚轉型、一個看天吃飯，剛好湊成一桌很不一樣的菜。進來聽聽看。</p>
米哥挖土機
<p>今天挖到的三家，剛好把 AI 高速傳輸、RISC-V 去輝達化、還有全球最紅的瘦瘦針三條熱門賽道一次串起來。台虹靠 PTFE 高頻材料上半年 EPS 翻兩倍多；晶心科是台灣唯一 RISC-V CPU IP 卡位者，六月營收年增 247%，就等虧轉盈；中化生用發酵型原料藥把獲利做回來，再卡 GLP-1 瘦瘦針供應鏈。三家故事都不一樣，進來聽聽看。</p><p><br></p>
米哥挖土機
<p>今天這三家全靠 AI 資料中心吃飯，但吃法完全不一樣。南亞科做 DRAM，這輪記憶體漲價循環讓它 Q2 毛利率飆到快八成，把漲價甜頭全吃進獲利；台燿做的是 AI 伺服器板子最底層的高速材料，規格愈拉愈高，它的高階料就愈值錢，獲利一路創新高；聯鈞則靠子公司源傑卡住 CPO 矽光子最稀缺的雷射光源，題材夠猛、營收爆發，但獲利還在後面追、估值也貴得嚇人。同樣一把 AI 的火，有人已經在數鈔票，有人還在賭未來會不會來。今天挖到的這三家都很有意思，進來聽聽看。</p>
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