EPISODE · May 22, 2026 · 6 MIN
被動元件價值重估之路【談股論金 EP120】
from 談股論金 · host 先探投資週刊
董事長陳泰銘宣告「國巨已經不是你以前認識的國巨！」在AI基礎設施瘋狂擴張下，被動元件從景氣波動的大宗標準品，躍升為穩定AI系統的核心主角。國巨透過全球連環併購，成功朝高客製化、高門檻領域轉型，並打造出全球唯一能提供主被動元件的一站式平台，全面邁向全新的價值重估之路！ 【單集重點】 1. AI引爆高階MLCC需求 2. 連環併購改寫產業地位 3. 鉭質電容結合AI成毛利功臣 4. 收購芝浦補齊熱管理拼圖 5. 一站式平台擺脫估值天花板 -- Hosting provided by SoundOn
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被動元件價值重估之路【談股論金 EP120】
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