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🐑ep.244｜AI.軍工.半導體都在搶!揭密鎢與鈷背後最關鍵的隱形冠軍!聯友金屬-創(7610)115年Q1法說重點摘要 episode artwork

EPISODE · Jun 7, 2026 · 15 MIN

🐑ep.244｜AI.軍工.半導體都在搶!揭密鎢與鈷背後最關鍵的隱形冠軍!聯友金屬-創(7610)115年Q1法說重點摘要

from Grace懶洋洋 · host Grace懶洋洋

AI.軍工.半導體都在搶!揭密鎢與鈷背後最關鍵的隱形冠軍!聯友金屬-創(7610)115年Q1法說重點摘要 🐑本集重點： 掌握「非紅供應鏈」與地緣政治絕對優勢 「代工」與「自售」雙軌並行的高毛利商業模式 深耕「資源原地循環」技術與零成本副產品挹注獲利 財務爆發性成長，積極擴產切入半導體與軍工高端應用 🐑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.244｜AI.軍工.半導體都在搶!揭密鎢與鈷背後最關鍵的隱形冠軍!聯友金屬-創(7610)115年Q1法說重點摘要

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