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漢翔、中興電都入榜！精選5大產業 不甩大盤逆勢成長｜上流投資術 EP68 episode artwork

EPISODE · Apr 13, 2023 · 15 MIN

漢翔、中興電都入榜！精選5大產業 不甩大盤逆勢成長｜上流投資術 EP68

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#上流投資術 #財訊 #三率三升 全球經濟面臨多重不利因素，IMF預測未來五年全球經濟成長率平均僅3％，但在這樣的背景下，一些公司仍具成長潛力。台積電受波動影響較小，小型公司營收有機會成長。生技公司旭富重整後恢復產能，新廠2024年完工。美時血癌藥已獲認證，今年貢獻營收可望翻倍。中興電太陽能電廠已併網，泓德能源訂單明確。漢翔維修業務客戶橫跨多國，安碁資訊和宏碁資訊受金官會要求升級資安受益。 《各節重點》 00:00 開場 00:38 Q1財報出爐，分析影響股市波動的關鍵點 02:46 透過三率三升，精選出5個產業中的好股票 03:26 分析精選的生技股：旭富和美時 04:47 分析精選的能源股：中興電和泓德能源 06:36 分析精選的航太股：漢翔和長榮航太 09:06 分析精選的RFID股：永道-KY和韋僑 11:08 分析精選的雲端資安股：安碁資訊和宏碁資訊 12:17 回覆網友留言 ★ 商業合作請洽 [email protected]，或撥專線 (02)2551-2561 轉 255。 製作｜財訊雙週刊 主持｜尚清林 來賓｜劉志明 企劃｜吳尚哲 攝影｜吳尚哲 剪輯｜李國奉 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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漢翔、中興電都入榜！精選5大產業 不甩大盤逆勢成長｜上流投資術 EP68

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