362.【財經時事放大鏡】變形金鋼！機器人 x 感測器

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

本集討論日本投資人的感想，並討論半導體循環、自動化與機器人議題。【半導體相關討論】 05:46 近期半導體設備股價表現強勁。 07:55 半導體循環的投資觀點。 11:41 消費性電子狀況更新。【自動化＆機器人受惠產業】 20:02 自動化展＆機器人趨勢下的受惠廠商。 23:40 對感測器展望的看法。 Podcast 回饋表單：https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14419 業務合作聯絡信箱：[email protected] 財報狗社群財報狗智囊團財報狗 Discord

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362.【財經時事放大鏡】變形金鋼！機器人 x 感測器

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