優分析 Uanalyze
優分析優分析UAnalyze ｜在投資世界中，資訊即是力量。 優分析致力於為投資人提供從公司全方位數據到市場趨勢，從財務指標到競爭分析，無所不有，讓你隨時掌握市場最新動態。 優分析產業資料庫：pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower 合作與贊助邀約，請來信至：pr@uanalyze.com.tw -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 143 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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聯茂(6213)最新法說會指出，目前最大的問題已經不是訂單不足，而是買不到足夠的E-glass電子級玻璃纖維布。也因為缺料持續惡化，公司預計今年將採取逐季調漲價格策略，第二季營收有機會季增接近20%，毛利率也有望回升。
這次法說會最值得關注的，除了漲價之外，還包括：
✅ E-glass缺貨對CCL產業的影響
✅ 聯茂為何能夠順利轉嫁成本
✅ M2、M4產品反而成為最大受惠者
✅ PCIe Gen 6帶動M7材料升級商機
✅ AWS、Meta、Microsoft、AI ASI... more
臻鼎-KY 4月營收年增超過11%，第一季EPS也優於市場預期，不過更值得注意的是，公司在傳統淡季卻出現存貨大幅增加，年增高達41.8%，甚至高於去年部分旺季水準。
從存貨細項來看，在製品明顯拉高，可能透露第二季已有更多產品正在產線上準備出貨。而這樣的變化，很可能跟臻鼎近年積極切入AI伺服器與光通訊應用有關，讓原本以手機為主的季節性循環開始改變。
三大重點：
🔹第一季存貨為什麼是關鍵觀察指標
🔹AI新業務如何改變臻鼎出貨節奏
🔹下半年產能開出對獲利的潛在影響
#PCB #... more
當市場都在看Tesla特斯拉的人形機器人進度時，其實台灣廠商已經提前卡位。透過深圳科達利這家中國 Tier-1 供應商，盟立自動化與盟英科技有機會成為特斯拉機器人關鍵零組件供應者。
這次內容整理：
🔹特斯拉 Optimus 最新量產時程
🔹科達利為何是關鍵供應商
🔹盟立與盟英切入方式
🔹諧波減速機在機器人中的角色
🔹為何 2026 年 5~6 月是觀察重點
🔹台股機器人概念股未來機會
#Optimus #盟立 #盟英 #特斯拉供應鏈 #諧波減速機 #產業分... more
大家現在提到華通(2313)，第一時間想到的，通常都是低軌衛星與 SpaceX 概念股。但這家公司真正值得注意的，可能不只是衛星。
這集我們來聊聊：
👉為什麼華通4月營收低於預期？
👉SpaceX 星艦延遲，對供應鏈影響有多大？
👉什麼是 mSAP？為何 AI 伺服器都需要它？
👉AI PCB 市場到底有多大？
👉華通未來真正的成長動能在哪裡？
當市場還在看低軌衛星時，華通其實已經開始往 AI 基礎建設布局。而真正難估算、也最容易超預期的，往往就是 AI。
#... more
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Apple Podcasts | #183 |  Taiwan/Business |
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優分析 Uanalyze launched 2 years ago and published 143 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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