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 | Daily | Episodes | 105 | Founded | a year ago |
---|---|---|---|---|---|
Language | Number of Listeners | Category | Business |
皇家可口以「冰品」與「急凍熟麵」雙引擎驅動成長,其中冰品事業擁有「曠世奇派」等強大長銷產品線,熟麵事業則透過Halal認證與「45秒快速加熱」的優勢主攻B2B餐飲通路。皇家可口(7791-TW)已通過證交所上巿審議,最快有機會在2025年10月底正式完成興櫃轉上巿,並計劃將募得資金用於大幅擴充產能及自動化設備投入,包括即將投產的第三條熟麵產線,以滿足國內外強勁需求,特別是藉由清真認證積極搶佔中東與東南亞國際市場。整體而言,憑藉穩健的財務體質、強勢品牌力和產能倍增動能,皇家可口正處於重要的營運轉折... more
南亞科技(2408-TW)在 2025 年第三季成功扭轉連續虧損,單季營收達新台幣 187.79 億元,較上季增加 78.4%、年增幅達 130.9%,顯示記憶體市況明顯回暖。淨利轉正,達 15.63 億元,每股盈餘 0.5 元,終結連續多季虧損。
雖然平均銷售單價(ASP)上升約四成、出貨量增加約兩成五,使財報看起來亮眼,但毛利率表現仍低於市場預期。
然而,這波成長背後仍隱藏成本壓力、匯率波動風險,以及新製程折舊帶來的挑戰。
本集將深度拆解:
✅Q3 毛利率上升背後隱藏的成本壓力和結... more
散熱族群在AI伺服器需求強勁推動下表現亮眼,奇鋐(3017-TW)、雙鴻(3324-TW)、健策(3653-TW)與尼得科超眾(6230-TW)公布9月營收後,整體產值自年初以來持續成長!
本集深度解析:
✅ 奇鋐與雙鴻的AI營收比重差異
✅ 奇鋐、雙鴻、健策的ROIC、ROE
✅ 在散熱領域中各家是以何種產品策略&布局,爭奪領先優勢
✅ AI伺服器水冷需求如何推動散熱產業
如果你想掌握AI概念股、伺服器散熱商機,以及投資布局,千萬別錯過本集!
資料來源:p... more
矽光子市場正快速起飛,AI 與資料中心需求爆發,CPO(共同光學封裝)技術被重新推上舞台!
本集解密:
✔️2026年的商業化觀察重點
✔️為何矽光子概念股股價高但現在獲利有限?
✔️LPO → CPO 的過渡與投資關鍵時程
✔️上詮(3363)如何卡位供應鏈關鍵地位
✔️NVIDIA、Broadcom 的最新動作
資料來源:pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower
#矽光子 #C... more
People also subscribe to these shows.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #111 |
Listeners, social reach, demographics and more for this podcast.
Listeners per Episode | Gender Skew | Location | |||
---|---|---|---|---|---|
Interests | Professions | Age Range | |||
Household Income | Social Media Reach |
Rephonic provides a wide range of podcast stats for 優分析 Uanalyze. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 優分析 Uanalyze and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 優分析 Uanalyze, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
Rephonic provides comprehensive predictive audience data for 優分析 Uanalyze, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
To see how many followers or subscribers 優分析 Uanalyze has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
These podcasts share a similar audience with 優分析 Uanalyze:
1. MoneyDJ財經新聞
2. 財報狗 - 掌握台股美股時事議題
3. 股市隱者
4. MacroMicro 財經M平方
5. 兆華與股惑仔
優分析 Uanalyze launched a year ago and published 105 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Rephonic pulls ratings and reviews for 優分析 Uanalyze from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of 優分析 Uanalyze. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.