34.【財經時事放大鏡】紫光破產 台廠得利?導線架、PA概念股還有表現空間嗎? episode artwork

EPISODE · Jul 16, 2021 · 13 MIN

34.【財經時事放大鏡】紫光破產 台廠得利?導線架、PA概念股還有表現空間嗎?

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

本週台股的「導線架三雄」漲幅驚人,波段漲幅逼近 4 到 5 成。究竟什麼是導線架?整個產業還要面臨哪些利多或利空因素? 中國半導體國家隊重要成員紫光集團一向被視為極具企圖心的「併購餓虎」,如今為何深陷破產危機?剛開完法說會的「大哥」台積電、「二哥」聯電或國內其他記憶體廠能否受惠於轉單效應? 最後要談的是功率放大器(PA),近日 PA 廠商股價紛紛創新高,未來整個產業的趨勢會怎麼走? 更多產業和公司消息,請上財報狗網站:https://statementdog.com/blog

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34.【財經時事放大鏡】紫光破產 台廠得利?導線架、PA概念股還有表現空間嗎?

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