光寶科 無敵多 - 股票QA
By Xanthe
at 2023-07-12T12:10
at 2023-07-12T12:10
Table of Contents
1. 標的: 2301 光寶科例 2330.TW 台積電)
2. 分類:多/空/討論/心得
無敵多 目標價145元
3. 分析/正文:光寶科預期未來 20% Cloud & AIoT segement 的營收將會來自 AI 相關
(現在只有 single-digit),買進光寶科,AI伺服器需要大量電源供應器,一台生成式A
I至少需要15000瓦的電源供應器才能搞,光寶科絕對是這個翹楚,無敵多單!上看145!
4. 進退場機制:(非長期投資者,必須有停損機制。討論、心得類免填)
無敵多 120停損 145出清停利!
https://i.imgur.com/MsUSXTh.jpg
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