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 | Weekly | Episodes | 146 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Traditional) | Number of Listeners | Category | Business |
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Latest Episodes
AI熱潮還沒結束，但市場看的重點已經不一樣了。
過去大家都在問：「AI有沒有需求？」
現在市場更關心的是：「供應鏈跟得上嗎？誰真的開始賺到錢？」
本集重點包括：
🔹 致茂法說透露哪些AI供應鏈訊號？
🔹 光寶科為什麼獲利預估被大幅上修？
🔹 CSP資本支出創新高，但自由現金流開始轉負，市場開始擔心什麼？
🔹 記憶體價格大漲，到底對AI是利多還是利空？
🔹 中國長鑫存儲(CXMT)擴產，將如何改變全球DRAM競爭？
🔹 蘋果缺的不是一般零件，而是先進製... more
AI 不只帶動晶片與伺服器，竟然連鋼鐵產業都迎來新一波商機？《優閒聊財經》帶大家一次看懂近期最熱門的「鋼鐵利差」現象。
🔹為什麼美國鋼價可以比亞洲高出兩倍？
🔹AI 資料中心為什麼需要大量高階不鏽鋼？
🔹哪些台灣鋼鐵公司真正受惠？
🔹大成鋼、大國鋼、燁輝、中鋼的機會又在哪裡？
#大成鋼 #大國鋼 #鋼鐵利差 #燁輝
#中鋼 #產業分析 #優分析 #基本面 #投資分析
..
⚠️Podcast所提之個股內容僅供參考，不具投資建議，投資前應審慎評估風險，且自負盈... more
SpaceX 即將啟動史上最受矚目的 IPO，募資規模上看 750 億美元，甚至超越沙烏地阿美當年的紀錄。但問題來了，當 SpaceX 的 PS Ratio 接近 100 倍，遠高於 Amazon、Meta、Tesla 甚至輝達，這樣的估值到底是泡沫，還是市場對太空經濟的提前定價？
本集 Podcast 將帶大家解析：
✅ SpaceX 為何能拿到近百倍營收估值？
✅ 和輝達、Tesla、Amazon 比到底貴不貴？
✅ 為什麼 Rocket Lab、Planet Labs 的估值... more
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
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Apple Podcasts | #205 |  Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
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優分析 Uanalyze launched 2 years ago and published 146 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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