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【會員影片節選】2026 投資必聽！台積電持續擴廠 供應鏈全面起飛｜ #上流投資術 EP140 #財訊 #台積電 episode artwork

EPISODE · Jan 1, 2026 · 7 MIN

【會員影片節選】2026 投資必聽！台積電持續擴廠 供應鏈全面起飛｜ #上流投資術 EP140 #財訊 #台積電

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

來到了 2026 年，台股投資人最關心的核心，依然只有一個關鍵字：台積電。 在 AI 基礎建設全面擴張、四大 CSP 持續加碼資本支出的背景下，台積電先進製程的重要性再度被放大。 本集《上流投資術》從 台積電資本支出、AI 需求、2 奈米量產時程 出發，完整解析 2026 年投資趨勢。 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 《各節重點》 ＊ 台積電加速擴廠，資本支出再上修 ＊ AI 基建熱帶動廠務工程 ＊ 值得注意的廠務明星股 ★ 訂閱財訊這裡請→https://www.wealthstore.com.tw/ ★ 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｜吳匡庭 攝影｜吳匡庭 剪輯｜吳雨軒 錄影時間｜2025.12.29 -- Hosting provided by SoundOn

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【會員影片節選】2026 投資必聽！台積電持續擴廠 供應鏈全面起飛｜ #上流投資術 EP140 #財訊 #台積電

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This episode is 7 minutes long.

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This episode was published on January 1, 2026.

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