EPISODE · Dec 21, 2025 · 14 MIN
🐑ep.146｜半導體海外擴廠、AIIDC 能耗飆升!亞力(1514)外銷爆發、變壓器與配電盤供不應求!亞力114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
半導體海外擴廠、AIIDC 能耗飆升!亞力(1514)外銷爆發、變壓器與配電盤供不應求!亞力114年Q3法說重點摘要 🐑本集重點： 台電電網強韌計畫與STATCOM統包工程加速執行 高耗能產業商機：半導體擴廠、AI/IDC機房電力需求及外銷成長 軌道工業（四鐵）基礎建設與設備汰舊換新市場 積極推廣太陽能、儲能與電動大巴/電動車充電樁產品線 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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🐑ep.146｜半導體海外擴廠、AIIDC 能耗飆升!亞力(1514)外銷爆發、變壓器與配電盤供不應求!亞力114年Q3法說重點摘要
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