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[金像電 2368]-技術面觀察&產業趨勢
G
GOLD CIRCUIT ELECTRONICS CO
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[金像電 2368]-技術面觀察&產業趨勢
By yuhsien_wang
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Dec 26, 2021
2
Dec 26, 2021
伺服器是最近比較有動能的一個產業,有鑑於Intel改朝換代,第一季的伺服器相關產業有望提升!
所以可以觀察一些相關設備產品,例如之前提過的信驊、以及白牌伺服器廠商緯穎(純伺服器,我認為可以當作一個大指標)等,在11月後都開始有往上墊高的趨勢。
而金像電算是幫很多國外伺服器廠商代工PCB的公司,近期觀察型態也有慢慢墊高的趨勢,所以可以注意是否有一波行情!
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yuhsien_wang
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