EP69 I 2025年記憶體寒冬結束？抱住記憶體族群的股民翻身機會來啦！feat.發財二極體馬瑞辰教授

🔶HBM三巨頭美光2025年起飛？三大觀察重點影響股價！ 🙏🏻AI 熱潮下HBM市場都搶著要！台廠還有機會吃到HBM產業大餅嗎？ 😬消費性電子復甦？關注庫存水位&供需缺口，DRAM報價準備觸底反彈啦！本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。影片由凱基證券製作播出。 - 節目主持：許娸雯 - 成音剪輯：林佳欣 - 製作團隊：凱基證券Ｘ聲動創意 - 音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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EP69 I 2025年記憶體寒冬結束？抱住記憶體族群的股民翻身機會來啦！feat.發財二極體馬瑞辰教授

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This episode is 34 minutes long.

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This episode was published on February 25, 2025.

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