財經要雯 EP146 I 被動元件不再只是景氣循環？AI 催出 MLCC 缺貨、漲價與規格升級新週期！

📉 股價修正不等於基本面轉弱！市場轉趨保守，但被動元件長期趨勢仍在？ 🏭 漲價、缺貨、外溢效應延續！MLCC 供需缺口有望一路看到 2027-28年！ 🚀 AI 電源升級成新 driver！NP0 MLCC 接棒，高階被動元件需求持續升溫！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

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財經要雯 EP146 I 被動元件不再只是景氣循環？AI 催出 MLCC 缺貨、漲價與規格升級新週期！

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This episode is 34 minutes long.

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