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【會員內容節選】國際大廠只升級不擴廠 報價全面上攻｜ #上流投資術 EP137 #財訊 episode artwork

EPISODE · Nov 20, 2025 · 5 MIN

【會員內容節選】國際大廠只升級不擴廠 報價全面上攻｜ #上流投資術 EP137 #財訊

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

AI 伺服器帶動記憶體、高階PCB甚至到電子元件，需求大爆發，本集《上流投資術》分析這波漲勢的原因與可能的風險。 《各節重點》 ＊ 記憶體產業谷地翻身的原因 ＊ 相關受惠台廠有哪些？ ＊ 行情的兩個關鍵指標 加入會員，支持節目： https://wealth1974.firstory.io/join 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 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｜吳雨軒 攝影｜吳雨軒 剪輯｜吳雨軒 錄影時間｜2025.11.18 -- Hosting provided by SoundOn

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【會員內容節選】國際大廠只升級不擴廠 報價全面上攻｜ #上流投資術 EP137 #財訊

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This episode is 5 minutes long.

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This episode was published on November 20, 2025.

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