EPISODE · Apr 25, 2026 · 7 MIN
從iPhone代工到機器人代工 鴻海還能複製成功?
from 就是愛玩股 · host 玩股網
講到鴻海，你第一個想到的通常是什麼？AI 伺服器破兆、蘋果訂單加碼，再不然就是 EPS 跟股利創高。這些新聞你知道我知道，獨眼龍也知道，所以股價其實也都反映得差不多了。 但鴻海這家公司夠大、夠複雜，檯面上的熱門題材之外，還有好幾條市場討論度相對低、但實際上已經在量產、已經在出貨的佈局。這集我不跟你再聊一次 AI 伺服器，要跟你聊三條比較冷門、但我覺得真的有潛力的線：電池、半導體、還有全球佈局。 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments Powered by Firstory Hosting
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從iPhone代工到機器人代工 鴻海還能複製成功?
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