500.【財經時事放大鏡】TSMC 到 MLCC x 擴產到升壓 episode artwork

EPISODE · Jan 15, 2026 · 45 MIN

500.【財經時事放大鏡】TSMC 到 MLCC x 擴產到升壓

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

這裡是《仙ㄟ來挺你》,一個專門聊玄學文化的Podcast。用最生活化的語言,帶你解讀命理背後的邏輯、拆解日常遇到的玄妙現象,讓深奧的傳統知識變得簡單又有趣,原來一切都有道理。 https://fstry.pse.is/95xavb —— 以上為 Firstory Podcast 廣告 —— ▍台積電法說前瞻13:14 有哪些值得注意的重點資訊。15:44 相關的受惠族群。▍AI 帶動雞犬升天28:30 市場傳 MLCC 因爲 AI 伺服器需求快速擴大。38:20 其他受惠環節。39:57 美國電力需求與太陽能產業討論。______________________ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄Podcast 回饋表單:https://statementdog.cc/PMOa8Podcast 業務合作聯絡信箱: [email protected]

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500.【財經時事放大鏡】TSMC 到 MLCC x 擴產到升壓

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