EPISODE · Jun 13, 2026 · 6 MIN
EP100 被低估的明日之星：聯電的蛻變與Intel的世紀結盟
from 楊博財金：揭密投信基金操盤絕技 · host 楊博士 / NICK YANG
過去市場習慣以傳統成熟製程的景氣循環股來為聯電估值，然而歷經十年的戰略轉型，聯電已實質蛻變為全球特殊製程領導者與AI基礎建設的隱形地基。隨著2026年整體定價環境轉佳（ASP向上），加上與 Intel 合作的 12奈米製程及最新的超級電容技術授權，聯電正迎來一波由「獲利體質改變」驅動的本益比價值重估行情。對於追求穩健資產配置的資金而言，聯電不僅具備下檔殖利率保護的防禦屬性，更擁有先進封裝與矽光子帶來的成長股爆發潛力。 -- Hosting provided by SoundOn
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EP100 被低估的明日之星：聯電的蛻變與Intel的世紀結盟
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