
🐑這是一個針對公司法說會簡報所作的重點整理筆記,想用最有效率、簡易且可重複式的方式獲取新知與加強記憶,讓忙碌的生活之餘仍有機會參與市場。 🐑本節目所提之個股資訊僅供參考,不具投資建議,投資人應審慎評估風險,且自負盈虧。 -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 250 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessNews |

從PCB廢水到鋰電池回收,衛司特(6894)如何卡位AI與新能源兩大兆元商機!衛司特115年Q1法說重點摘要
🐑本集重點:
專業磊晶代工定位與積極擴充產能
AI 資料中心帶動光電子業務爆發
微電子受惠 WiFi 規格升級且成功反映成本
前瞻應用技術佈局(低軌衛星與高容量硬碟)
妥善應對中國基板出口禁令風險
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記,所提之個股資訊僅供參考,不具投資建議,投資人應審慎評估風險,且自負盈虧。
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晶圓廠的心臟與血管!揭開矽科宏晟(6725)最難被取代的技術護城河!矽科宏晟115年Q1法說重點摘要
🐑本集重點:
營運表現亮眼,營收獲利與在手訂單皆創歷史同期新高
策略性優化產品組合,帶動毛利率顯著彈升
以數位雙生技術與綠色工程搶攻AI資料中心商機
具備獨特的海外在地化優勢,避開同業產能爬坡期風險
穩健的高股利政策與優異的股東權益報酬(ROE)
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記,所提之個股資訊僅供參考,不具投資建議,投資人應審慎評估風險,且自負盈... more
從3D繪圖到機器人.自動化工廠!實威(8416)打造製造業AI轉型的最後一哩路!實威115年Q1法說重點摘要
🐑本集重點:
掌握「非紅供應鏈」與地緣政治絕對優勢
「代工」與「自售」雙軌並行的高毛利商業模式
深耕「資源原地循環」技術與零成本副產品挹注獲利
財務爆發性成長,積極擴產切入半導體與軍工高端應用
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記,所提之個股資訊僅供參考,不具投資建議,投資人應審慎評估風險,且自負盈虧。
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AI資料中心爆單!全新(2455)如何卡位1.6T光通訊與下一波算力革命?全新115年Q1法說重點摘要
🐑本集重點:
專業磊晶代工定位與積極擴充產能
AI 資料中心帶動光電子業務爆發
微電子受惠 WiFi 規格升級且成功反映成本
前瞻應用技術佈局(低軌衛星與高容量硬碟)
妥善應對中國基板出口禁令風險
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記,所提之個股資訊僅供參考,不具投資建議,投資人應審慎評估風險,且自負盈虧。
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Apple Podcasts | #206 |
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Grace懶洋洋 launched a year ago and published 250 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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