EPISODE · Jan 22, 2026 · 14 MIN
🐑ep.170｜提前備料鎖毛利、擴線迎大單!茂訊(3213)在軍工與 AI 控制系統雙軌加速!茂訊114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
提前備料鎖毛利、擴線迎大單!茂訊(3213)在軍工與 AI 控制系統雙軌加速!茂訊114年Q3法說重點摘要 🐑本集重點： 國防訂單湧入，產能預計擴充倍增 庫存策略奏效，無懼漲價獲利穩健 佈局AI新應用，鎖定無人機地面控制系統 通路市佔全台第一，審慎看待AI PC換機潮 🐑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.170｜提前備料鎖毛利、擴線迎大單!茂訊(3213)在軍工與 AI 控制系統雙軌加速!茂訊114年Q3法說重點摘要
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