全知熱訊｜你的 AI 財經耳機
全知熱訊每天濃縮股市與財經報告，掌握最新行情、焦點個股與市場脈動。AI 摘要生成，快速、精準、隨聽隨走。非投資建議。 -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 29 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusinessNews |
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Latest Episodes
2026年科技產業受AI需求驅動進入記憶體超級週期，市場規模預期翻倍成長。鴻海受惠AI伺服器機櫃強勁拉貨，12月營收年增32%優於預期。信驊與貿聯同步受惠伺服器需求展現強勁動能。面板業則因大型運動賽事帶動庫存回補，TV面板價格迎來拐點。此外，低軌衛星發射加速與規格升級將助力昇達科獲利，而大立光表現則仍處於淡季。
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高盛將台積電列入重點清單，重申「買入」並將目標價大幅上調至 NT$2,330。受惠於 AI 強勁需求，預計 2027 年 EPS 將首度突破百元大關。憑藉 2nm 製程與 CoWoS 封裝技術的領先地位，生產力提升將支撐毛利率穩定於 60% 以上的新常態。
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東陽與耿鼎看好北美雪季帶動AM維修零件需求；瓦城因海外擴張初期虧損及台灣市場飽和，展望趨於保守；漢達聚焦於新藥取證與上市帶動成長；全宇昕與矽格則分別受益於AI相關的風扇馬達及測試需求；復盛應用則透過併購手工具產業尋求第二成長曲線。
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記憶體「超級週期」的核心是AI（人工智慧）。生成式AI的崛起，使需求從消費端不穩定的「週期性」轉向雲端巨頭間穩定的「結構性軍備競賽」。關鍵在於HBM（高頻寬記憶體）這項客製化技術，它打破了「記憶體牆」。HBM使產業模式改為「先接單，再擴產」，消除了週期賭博風險。這促使市場將記憶體業從PB（淨值）估值轉向PE（獲利能力）估值，進行徹底的價值重估。
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Apple Podcasts | #151 |  Taiwan/Business/Investing |
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全知熱訊｜你的 AI 財經耳機 launched 5 months ago and published 29 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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