EPISODE · May 24, 2026 · 18 MIN
🐑ep.238｜MLCC、Hybrid電容交期拉長半年！日電貿(3090)缺貨與漲價行情看到2027!日電貿115年Q1法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
MLCC、Hybrid電容交期拉長半年！日電貿(3090)缺貨與漲價行情看到2027!日電貿115年Q1法說重點摘要 🐑本集重點： 財務績效亮眼，維持長期穩健的高股利配發 AI 伺服器帶動高階被動元件需求倍增，優化毛利結構 結構性缺貨態勢確立，漲價與供需緊俏預期將延續至2027年 深化「一站式解決方案」與地緣政治下的全球化靈活佈局 🐑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.238｜MLCC、Hybrid電容交期拉長半年！日電貿(3090)缺貨與漲價行情看到2027!日電貿115年Q1法說重點摘要
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