
🐑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 | 130 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | NewsBusiness |

敦陽科(2480)AI.資安雙引擎啟動,77億天價訂單背後的成長與煩惱!敦陽科114年Q3法說重點摘要
🐑本集重點:
穩健營收與在手訂單創新高,奠定長期成長基石
聚焦人工智慧(AI)與資訊安全(資安)雙核心成長引擎
產品結構優化:儲存設備佔比顯著躍升
大型專案增加推升存貨水位,短期影響合併毛利率
🐑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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致茂(2360)AI推動核心業務創高,業外暴賺背後的獨家佈局與產能擴張!致茂114年Q3法說重點摘要
🐑本集重點:
本期淨利因處分資產暴增,核心業務保持高雙位數成長動能
量測及自動化設備營收強勁,主要受惠於AI伺服器電源架構升級
半導體測試市場份額擴大,取得AMD獨家供應地位及Rubin架構訂單
公司著手進行產能擴充(二期廠房),迎接2026年新AI電源基礎建設需求
🐑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... more
智易(3596)零負債擁百億現金,財報創高.三率三升,如何搶攻WiFi7與AI商機?智易114年Q3法說重點摘要
🐑本集重點:
財務表現創下歷史新高,營收與獲利持續增長
資產負債結構穩健,達成零借款狀態
迎來網通產業技術創新,並受惠於WiFi 7與AI應用
專注提升產能效率與實踐永續發展(ESG)承諾
🐑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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台光電(2383)財報創高,AI爆發下如何成為「CCL界的台積電」?高速材料、全球擴產與供應鏈策略解析!台光電114年Q3法說重點摘要
🐑本集重點:
第三季營運成果創歷史新高
高階基材市場持續領先與擴大
基礎設施與 AI 應用為主要成長動能
積極擴大全球產能佈局與原料保障
🐑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 | #224 |
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Grace懶洋洋 launched 6 months ago and published 130 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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