EPISODE · Mar 18, 2026 · 20 MIN
🐑ep.209｜軍工需求爆發、筆電市場卻降溫？拆解神基(3005)2026年的機會與挑戰!神基114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
軍工需求爆發、筆電市場卻降溫？拆解神基(3005)2026年的機會與挑戰!神基114年Q4法說重點摘要 🐑本集重點： 2025年營收與獲利同創歷史新高，配息政策穩定 強固型電腦受惠軍防預算與AI應用，為核心成長動能 綜合機構件面臨衰退挑戰，供應鏈面臨漲價與缺貨壓力 持續推動「China Plus One」產能佈局與資本支出規劃 積極推動ESG減碳與企業永續發展 🐑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
Embed this episode
Ready to play
🐑ep.209｜軍工需求爆發、筆電市場卻降溫？拆解神基(3005)2026年的機會與挑戰!神基114年Q4法說重點摘要
0:00
20:09
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Grace懶洋洋?
This episode is 20 minutes long.
When was this Grace懶洋洋 episode published?
This episode was published on March 18, 2026.
Can I download this Grace懶洋洋 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!