錢進擂台賽 EP108 | 台積電大規模擴充CoWoS 台灣本土特化股崛起！長興切入矽光子國家隊永光先進封裝材料大轉骨？| #陳韋廷

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👇👇👇了解特用化學潛力股的入口 https://line.me/ti/p/@tim88168 今年最強特化股會是誰? 特用化學是半導體產業中不可或缺的材料能夠直接影響晶片的良率、效率、與壽命表現隨著台積電積極擴充先進封裝和先進製程產能同時又主導本土化供應的趨勢下台灣的特用化學廠需求正在急速成長而在這之中，究竟是矽光子國家隊的長興有潛力? 還是卡位先進封裝關鍵材料的永光更有爆發力? 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：陳韋廷節目導讀： 00:00 精彩預告 00:46 銅板特化潛力股長興.永光買誰好? 01:38 AI狂潮的隱形金礦為何獲利都下滑? 03:38 擺脫傳產陰霾特化轉型之路怎麼看? 06:57 長興.永光突破這價位漲勢將會加速? 09:57 長興VS永光短線爆發力先看誰? 10:57 特用化學潛力股名單下方連結索取 #特化 #台積電 #CoWoS #先進封裝 #矽光子 #CPO #PCB #ABF #鈣鈦礦 #1717 #長興 #1711 #永光 📢 「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 EP108 | 台積電大規模擴充CoWoS 台灣本土特化股崛起！長興切入矽光子國家隊永光先進封裝材料大轉骨？| #陳韋廷

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