
🐑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 | 210 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | NewsBusiness |

軍工需求爆發、筆電市場卻降溫?拆解神基(3005)2026年的機會與挑戰!神基114年Q4法說重點摘要
🐑本集重點:
2025年營收與獲利同創歷史新高,配息政策穩定
強固型電腦受惠軍防預算與AI應用,為核心成長動能
綜合機構件面臨衰退挑戰,供應鏈面臨漲價與缺貨壓力
持續推動「China Plus One」產能佈局與資本支出規劃
積極推動ESG減碳與企業永續發展
🐑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... more
AI創作+人臉辨識雙引擎:訊連(5203)用Agentic AI打造下一代影音軟體!訊連114年Q4法說重點摘要
🐑本集重點:
2025年營收創12年新高,本業獲利翻倍成長
Create B2C 為主力成長引擎,全面朝「代理式AI(Agentic AI)」發展
FaceMe 人臉辨識業務強勁成長,深耕金融 eKYC 與智慧安防
2026年第一季展望保守,但長期看好 GenAI 帶來的競爭優勢
🐑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... more
2億畫素時代來了!采鈺(6789)靠Metalens與矽光子搶攻下一波影像革命!采鈺114年Q4法說重點摘要
🐑本集重點:
2025年財務表現與股利政策
2026年上半年展望與資本支出計畫
手機CIS規格明確朝「2億畫素」邁進
積極推進超透鏡與矽光子等新技術量產
🐑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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PUF打入NVIDIA Vera Rubin,力旺(3529)卡位A記憶體與後量子資安升級潮!力旺114年Q4法說重點摘要
🐑本集重點:
財務表現創歷史新高,營運效率顯著提升
佈局 AI 記憶體系統與高階資安展現成果
先進製程與新應用授權動能強勁
樂觀的未來展望
🐑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。
--
Hosting provided by SoundOn
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Apple Podcasts | #242 |
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Grace懶洋洋 launched 10 months ago and published 210 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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