AI升級PCB發燙誰是下個台光電？靠AI翻身南亞成台塑四寶領頭羊?｜楚狂人 ft. 資深分析師陳威良｜財富狂犇｜玩股網20250806

from 就是愛玩股 · host 玩股網

AI 升級趨勢持續發酵，PCB族群再度火熱，電子零組件連接器廠也出現世代交替機會，而傳產原物料族群更因中國兆元級建設計畫備受矚目。今天節目很榮幸邀請到資深分析師陳威良，來跟大家分享，近期 PCB 族群火熱，還有哪些低基期潛力股值得留意？百萬股東關心的台塑四寶，真能靠 AI 翻身嗎？主持：玩股網執行長楚狂人來賓：資深分析師陳威良 01:43 AI升級趨勢浪潮 PCB族群再度火熱股價強勢 06:27 台光電站穩千金還有2檔PCB潛力股備受矚目 15:46 連接器每3年世代交替下一個貿聯-KY會是誰？ 19:59 中國兆元級建設計劃台廠供應鏈誰能受惠？ 24:33 台塑四寶百萬股東注意！領頭羊南亞漲勢延續？！ 29:43 外資停買籌碼轉手神達還有上漲空間嗎？〖錄影時間為2025-08-05，非影片上架日盤勢〗留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting

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AI升級PCB發燙誰是下個台光電？靠AI翻身南亞成台塑四寶領頭羊?｜楚狂人 ft. 資深分析師陳威良｜財富狂犇｜玩股網20250806

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