EPISODE · Jul 28, 2026 · 33 MIN
財經要雯 EP141 I AI拉長記憶體上升週期,缺貨、漲價與擴產誰最受惠?
from 凱基證券樂活投資人 · host 凱基證券
🚀 中國擴產威脅被高估?先進製程受限,短期衝擊集中在成熟產品! ⚔️ HBM排擠傳統記憶體產能,2028年新增供給恐仍追不上AI需求? 🔌 選股回歸產能與產品組合?誰有晶圓廠、能擴產、又切入伺服器供應鏈? 本節目資料僅供參考,投資人應獨立判斷,審慎評估並自負投資風險。 影片由凱基證券製作播出。 -節目主持:許娸雯 -成音剪輯:林佳欣 -製作團隊:凱基證券X聲動創意 -音樂來源:https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn
Embed this episode
Ready to play
財經要雯 EP141 I AI拉長記憶體上升週期,缺貨、漲價與擴產誰最受惠?
0:00
33:49
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Frequently Asked Questions
How long is this episode of 凱基證券樂活投資人?
This episode is 33 minutes long.
When was this 凱基證券樂活投資人 episode published?
This episode was published on July 28, 2026.
Can I download this 凱基證券樂活投資人 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!