投資伊森

投資伊森

11.2万位订阅者

订阅者

30

音频

大家好，我是Eason 我認為，股票的操作，首重「產業面」 只要「產業面」好，「基本面」自然會亮眼，「籌碼」與「線型」也會轉 ...

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音频 (30)

$5.3 Trillion Infrastructure Boom! AI "Compute Surges" Could Trigger Instant Blackouts—Will Heavy...
14:38

$5.3 Trillion Infrastructure Boom! AI "Compute Surges" Could Trigger Instant Blackouts—Will Heavy...

9.2K 次观看·昨天
1 million watts of power consumed! Nvidia's Rubin system overheats and stalls! Are these 5 Taiwan...
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1 million watts of power consumed! Nvidia's Rubin system overheats and stalls! Are these 5 Taiwan...

2.5万 次观看·1周前
40 Million Meter Shortage Explodes! The "Key Material" Jensen Huang Can't Get Is Soaring—Are Thes...
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40 Million Meter Shortage Explodes! The "Key Material" Jensen Huang Can't Get Is Soaring—Are Thes...

1.4万 次观看·1周前
Memory Shortage Worse Than AI Chips! The Surge is Here, Four Taiwanese Giants Set for a V-Shaped ...
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Memory Shortage Worse Than AI Chips! The Surge is Here, Four Taiwanese Giants Set for a V-Shaped ...

1.8万 次观看·2周前
輝達Rubin超級週期來襲！鴻海、緯創、廣達、緯穎誰最鍍金?! 3奈米規格終極跳躍、功耗大殺器，台積電、日月光、京元電誰獨拿大單? 《Eason向前看 #260 》
15:44

輝達Rubin超級週期來襲！鴻海、緯創、廣達、緯穎誰最鍍金?! 3奈米規格終極跳躍、功耗大殺器，台積電、日月光、京元電誰獨拿大單? 《Eason向前看 #260 》

9.8K 次观看·3周前
NVIDIA and Broadcom Spark a Networking Revolution! Hon Hai Secures Major Q3 Orders—Who’s the Next...
19:33

NVIDIA and Broadcom Spark a Networking Revolution! Hon Hai Secures Major Q3 Orders—Who’s the Next...

6.3K 次观看·1个月前
The Explosion of "Epic Shortages" in Laminate-Free PCBs! Who Holds the Golden Ticket to Double th...
15:32

The Explosion of "Epic Shortages" in Laminate-Free PCBs! Who Holds the Golden Ticket to Double th...

1.1万 次观看·1个月前
Corning's GlassBridge Disrupts CPO Packaging! Is Innolux a Key Partner for TSMC's Glass Substrate...
16:59

Corning's GlassBridge Disrupts CPO Packaging! Is Innolux a Key Partner for TSMC's Glass Substrate...

9.7K 次观看·1个月前
MLCC 漲價潮，下一波翻倍黑馬是它？法人狂掃「矽電容」黃金概念股：愛普、力積電、華邦電爆發內幕全解析！AI 防爆關鍵，全網結構性缺貨 57% 的掏金攻略? 《Eason向前看 #256》
17:23

MLCC 漲價潮，下一波翻倍黑馬是它？法人狂掃「矽電容」黃金概念股：愛普、力積電、華邦電爆發內幕全解析！AI 防爆關鍵，全網結構性缺貨 57% 的掏金攻略? 《Eason向前看 #256》

2.2万 次观看·1个月前
玻璃核心GCS與ABF啟動載板最大出貨潮！大尺寸、防翹曲！CoPoS架構、TGV雷射微孔與1.6T光模組改寫載板規格 欣興、臻鼎-KY、華通、中釉戰略布局解密《Eason向前看 #255》
17:08

玻璃核心GCS與ABF啟動載板最大出貨潮！大尺寸、防翹曲！CoPoS架構、TGV雷射微孔與1.6T光模組改寫載板規格 欣興、臻鼎-KY、華通、中釉戰略布局解密《Eason向前看 #255》

2.0万 次观看·2个月前
AI Ignites High Voltage, High Current, High Integration! PMIC & MOSFET Initiate Price Increase Cy...
18:00

AI Ignites High Voltage, High Current, High Integration! PMIC & MOSFET Initiate Price Increase Cy...

8.6K 次观看·2个月前
超越 CPO！台積電、輝達 2027 終極架構「CIO」，4 檔關鍵股卡位！光進銅退終極戰！CPO 只是過度？ CIO 如何打破記憶體牆！聯鈞、奇鋐、訊芯、光聖深度解析《Eason向前看 #253》
17:47

超越 CPO！台積電、輝達 2027 終極架構「CIO」，4 檔關鍵股卡位！光進銅退終極戰！CPO 只是過度？ CIO 如何打破記憶體牆！聯鈞、奇鋐、訊芯、光聖深度解析《Eason向前看 #253》

2.6万 次观看·2个月前
TSMC Bullish on Smart Glasses Potential! As Meta, Google, and Other Tech Giants Compete, Which Ta...
14:20

TSMC Bullish on Smart Glasses Potential! As Meta, Google, and Other Tech Giants Compete, Which Ta...

5.4K 次观看·2个月前
What is EMIB? How does it differ from CoWoS? Which Taiwanese firms stand to benefit? 《Eason’s Out...
13:48

What is EMIB? How does it differ from CoWoS? Which Taiwanese firms stand to benefit? 《Eason’s Out...

5.6K 次观看·3个月前
CoPoS Will Alleviate Customers' AI Chip Thirst: Which Taiwanese Firms Have Entered the Supply Cha...
12:18

CoPoS Will Alleviate Customers' AI Chip Thirst: Which Taiwanese Firms Have Entered the Supply Cha...

4.7K 次观看·3个月前
Foxconn Group’s Robotics Map Revealed! 4 Robot-Related Stocks You Need to Know | Eason’s Outlook ...
13:01

Foxconn Group’s Robotics Map Revealed! 4 Robot-Related Stocks You Need to Know | Eason’s Outlook ...

3.2万 次观看·3个月前
人形機器人帶旺誰？上銀等傳動元件廠不再只看工具機臉色《Eason向前看 #248》
12:02

人形機器人帶旺誰？上銀等傳動元件廠不再只看工具機臉色《Eason向前看 #248》

9.2K 次观看·3个月前
AI伺服器出貨量大增，BBU需求水漲船高《Eason向前看 #247》
11:33

AI伺服器出貨量大增，BBU需求水漲船高《Eason向前看 #247》

7.6K 次观看·3个月前
輝達力拱HVDC，BBU概念股出運了！《Eason向前看 #246》
13:16

輝達力拱HVDC，BBU概念股出運了！《Eason向前看 #246》

1.6万 次观看·4个月前
IC封測股擺脫大牛股宿命，原因竟與CPO&矽光子有關？《Eason向前看 #245》
14:38

IC封測股擺脫大牛股宿命，原因竟與CPO&矽光子有關？《Eason向前看 #245》

1.4万 次观看·4个月前
CMP成半導體關鍵！台廠受惠股一次告訴你！《Eason向前看 #244》
13:05

CMP成半導體關鍵！台廠受惠股一次告訴你！《Eason向前看 #244》

1.0万 次观看·4个月前
Semiconductor capacity expansion is here! Plant engineering companies are flooded with large orde...
12:57

Semiconductor capacity expansion is here! Plant engineering companies are flooded with large orde...

5.8K 次观看·4个月前
Vera Rubin heralds the arrival of the era of all-liquid cooling! The entire liquid cooling supply...
13:39

Vera Rubin heralds the arrival of the era of all-liquid cooling! The entire liquid cooling supply...

1.3万 次观看·5个月前
MCU從跑龍套變關鍵要角！機器人運動要靠它….《Eason向前看 #241》
12:21

MCU從跑龍套變關鍵要角！機器人運動要靠它….《Eason向前看 #241》

9.7K 次观看·5个月前
宜鼎上千元會在第一季｜伊森Talking Bar 2026.02.05
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宜鼎上千元會在第一季｜伊森Talking Bar 2026.02.05

1.4K 次观看·5个月前
Learn about perovskites in 12 minutes! Which stocks are related to them? (Eason Looks Forward #240)
12:28

Learn about perovskites in 12 minutes! Which stocks are related to them? (Eason Looks Forward #240)

1.1万 次观看·5个月前
AI drives explosive demand for optical communications! Indium phosphide price to rise (Eason Look...
13:01

AI drives explosive demand for optical communications! Indium phosphide price to rise (Eason Look...

3.1万 次观看·5个月前
全球人形機器人挑戰100億台！哪些台廠與Optimus有關？《Eason向前看 #238》
12:46

全球人形機器人挑戰100億台！哪些台廠與Optimus有關？《Eason向前看 #238》

1.2万 次观看·6个月前
2026年是CPO商轉元年，台廠有誰受惠？《Eason向前看 #237》
13:39

2026年是CPO商轉元年，台廠有誰受惠？《Eason向前看 #237》

7.3K 次观看·6个月前
記憶體、PCB及被動元件等「漲價三本柱」，馬年仍將領風騷嗎？《Eason向前看#2026過年特別節目》
14:33

記憶體、PCB及被動元件等「漲價三本柱」，馬年仍將領風騷嗎？《Eason向前看#2026過年特別節目》

1.1万 次观看·6个月前