EPISODE · Jun 26, 2026 · 5 MIN
老店翻新傳產變科技 塑化、化纖、玻璃...跨界成長【談股論金 EP125】
from 談股論金 · host 先探投資週刊
面對中國產能紅海與AI新機遇，台灣老牌傳產啟動深度轉型，擺脫低價競爭。台塑、南亞、台化、新纖與台玻等巨頭，挾帶龐大資本與研發底蘊，強攻半導體材料、特用化學品與AI高階電子材料，將傳統製程升級為高階科技關鍵解方，實質翻轉獲利結構，開啟資本市場評價新篇章！ 【單集重點】 1. 傳產由量轉質迎AI 2. 南亞台化強攻電子材 3. 新纖雙氧水打入晶圓鏈 4. 台玻Low DK布供AI -- Hosting provided by SoundOn
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老店翻新傳產變科技 塑化、化纖、玻璃...跨界成長【談股論金 EP125】
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