EPISODE · Apr 16, 2026 · 42 MIN
516.【財經時事放大鏡】Hermes x ASML x MLCC
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
▍AI 供不應求， ASML 上修全年財測 16:52 AI 需求供不應求，因此 ASML 在本季法說上修全年財測。 19:35 本次設備需求主要來自非中國地區的成長，因此預期近期在討論的美國新設備禁令影響可控。 24:45 ASML 法說中釋出的產業狀態與相關機會。 ▍被動元件又漲價了 28:34 討論被動元件產業將面臨的長短料問題。 34:20 後續哪些行業可能會因為被動元件短缺而受害？ ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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516.【財經時事放大鏡】Hermes x ASML x MLCC
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