錢進擂台賽 EP106 | 台積電法說前哨戰！先進封裝設備誰最強？萬潤通吃CoWoS+CPO兩大肥單辛耘會是2奈米大黑馬？| #高閔漳

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👇👇👇了解台積電供應鏈潛力股的入口 https://line.me/ti/p/@davidk1688 台積電先進封裝概念股誰最強? 本周台積電召開法說會市場最關注的莫過於先進封裝的擴產進度由於先前台積電曾表示未來2年將大舉擴張先進封裝的產能 CoWoS從去年的每月7萬片一舉跳增到明年的13萬片帶動相關供應鏈的業績顯著成長股價也率先改寫歷史新高而在這之中，究竟是提供後段製程設備的萬潤有潛力? 還是供應濕製程設備的辛耘更有爆發力? 誰才是我們最好的選擇呢? 歡迎留言你的看法!! 🎤主持：品樺 🎤分析師：高閔漳節目導讀： 00:00 精彩預告 00:46 台積電先進封裝設備萬潤.辛耘買誰好? 01:28 獲利結構相差甚大萬潤.辛耘差在哪? 02:59 萬潤收割CPO 辛耘轉型之路更看好? 05:09 法人估值大勝萬潤辛耘股價能超車? 08:55 萬潤.辛耘該買誰? 關鍵先看這一點? 09:58 台積電供應鏈潛力股下方連結索取 #台積電法說 #2330 #先進封裝 #CoWoS #CPO #矽光子 #光通訊 #先進製程 #2奈米 #再生晶圓 #6187 #萬潤 #3583 #辛耘 📢 「財富履行團Podcast」 https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰每週二晚上七點線上首播 ※本節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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錢進擂台賽 EP106 | 台積電法說前哨戰！先進封裝設備誰最強？萬潤通吃CoWoS+CPO兩大肥單辛耘會是2奈米大黑馬？| #高閔漳

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