Grace懶洋洋
Grace懶洋洋🐑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 | 219 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | NewsBusiness |
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Latest Episodes
AI光通訊全面起飛！波若威(3163)卡位800G／1.6T＋CPO量產在即!波若威114年Q4法說重點摘要
🐑本集重點：
主力動能來自 AI 數據中心與 CPO 應用
CPO 相關產品量產時程明確
大幅擴充海外產能以應對需求
傳統電信與光纖到戶（FTTH）市場持續暢旺
🐑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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從分析跨足設備！汎銓(6830)打開矽光子新藍海!汎銓114年Q4法說重點摘要
🐑本集重點：
迎來2026年「豐收年」與四大成長動能
深耕埃米世代先進製程材料分析 (MA) 技術
持續擴建 Tier-1 AI 客戶專區
矽光子技術突破與跨足量測設備銷售
完善全球佈局以搶佔設備研發源頭商機
🐑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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解決封裝四大痛點！印能科技(7734)靠製程平台卡位AI先進封裝核心!印能科技114年Q4法說重點摘要
🐑本集重點：
2025年財務與營運表現亮眼
股東會順利通過盈餘轉增資等議案
專注解決先進封裝製程四大挑戰
全球市場佈局以台灣及東北亞為核心
🐑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＋1.6T光模組雙引擎！環宇KY(4991)AOC營收占比衝70%，毛利創新高!環宇KY114年Q4法說重點摘要
🐑本集重點：
受惠於AI需求，AOC產品帶動營收與毛利創新高
迎合1.6T光模塊升級，200G PD與CW Laser進入量產
積極擴充產能與落實多重供應鏈以控管缺料風險
實質毛利率解析與預期停止認列常州承芯投資虧損
🐑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 | #242 |  Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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| Household Income | Social Media Reach | ||||
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Which podcasts are similar to Grace懶洋洋?
These podcasts share a similar audience with Grace懶洋洋:
1. 兆華與阿格力-有求必應
2. 財訊 《Wealth Magazine》
3. 兆華與股惑仔
4. 股市隱者
5. 財經一路發
How many episodes of Grace懶洋洋 are there?
Grace懶洋洋 launched 10 months ago and published 219 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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