
🐑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 | 191 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessNews |

H5放量.H6接棒,專利與成本雙護城河撐起元太(8069)長線成長!元太114年Q3法說重點摘要
🐑本集重點:
營運績效創歷史新高:前三季獲利與 EPS 亮眼
產品發展三大趨勢:彩色化、大尺寸化、戶外應用
產能擴充規劃:H5 產線即將量產、H6 產線籌備中
競爭優勢策略:高研發投入與多層次專利護城河
🐑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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從DDR5到CXL.牽手NVIDIA與高通,宜鼎(5289)打造邊緣AI完整拼圖!宜鼎114年Q3法說重點摘要
🐑本集重點:
財務表現強勁:前三季營收與獲利創新高
策略轉型:定位為 Edge AI「智慧建築師」
技術佈局:產品創新與國際大廠生態系結盟
未來展望:AI 營收佔比提升與產能擴充
🐑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 先進封裝滿載運轉,新廠將開,弘塑(3131)站上設備需求爆發浪頭!弘塑114年Q3法說重點摘要
🐑本集重點:
營運績效受惠 AI 顯著成長
新廠擴建與毛利率回升展望
深耕 CoWoS、SoIC 及 PLP 先進封裝技術
集團垂直整合提供完整解決方案
維持高配息股利政策
🐑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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新股介紹-萊德光電-KY(7717)從光纖到太空雷射,搶佔低軌衛星通訊關鍵節點,用利基雷射元件吃下太空經濟紅利
🐑本集重點:
掌握核心技術,成功切入衛星雷射通訊
深耕歐美市場,利基策略創造高獲利
回台掛牌上櫃,延攬人才並佈局研發
鎖定太空經濟,拓展先進雷射應用前景
🐑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 | #237 |
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Grace懶洋洋 launched 9 months ago and published 191 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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