EPISODE · Sep 9, 2025 · 32 MIN
EP97 I 記憶體產業新革命！供需缺口才是決定價格變動的真相？！
from 凱基證券樂活投資人 · host 凱基證券
🚨HBM 將淪為供過於求？DDR4 漲勢還能延續多久？ 🧗🏻♂️三星逆勢搶攻 HBM 市場？驗證通過直逼SK 海力士！ 🪬記憶體廠迎來換代考驗！該如何抓住題材的操作良機？ 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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EP97 I 記憶體產業新革命！供需缺口才是決定價格變動的真相？！
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