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🐑ep.162|M9 材料躋身全球唯三供應商,聯茂(6213)卡位 AI GPU 核心材料,2025 下半年放量在即!聯茂114年Q3法說重點摘要 episode artwork

EPISODE · Jan 12, 2026 · 17 MIN

🐑ep.162|M9 材料躋身全球唯三供應商,聯茂(6213)卡位 AI GPU 核心材料,2025 下半年放量在即!聯茂114年Q3法說重點摘要

from Grace懶洋洋 · host Grace懶洋洋

M9 材料躋身全球唯三供應商,聯茂(6213)卡位 AI GPU 核心材料,2025 下半年放量在即!聯茂114年Q3法說重點摘要 🐑本集重點: AI 高階材料(M8、M9)技術突破與認證 一般伺服器(M7)規格升級帶動營收 產品組合優化與價格策略提升獲利 全球佈局與泰國廠產能擴充 🐑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.162|M9 材料躋身全球唯三供應商,聯茂(6213)卡位 AI GPU 核心材料,2025 下半年放量在即!聯茂114年Q3法說重點摘要

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