錢進擂台賽 EP111 |日月光、京元電封測訂單外溢！台股比價效應下是布局ASIC的欣銓好？還是奪CPO大單的矽格強？| #劉彥良

from 財富履行團 · host takeatripgo

👇👇👇了解低價潛力股的入口 https://line.me/ti/p/@star8888 低價封測潛力股誰最強? 隨著輝達與全球四大CSP廠積極開發AI晶片高階IC封測的需求徹底爆發不但台積電產能被大客戶全部搶走甚至日月光、京元電的產線也呈現滿載同一時間，由於台股盛況空前龐大的資金在推高一線龍頭的股價後市場也開始出現比價效應帶動其他二線封測廠成為了這波熱潮的最大贏家而在這之中，究竟是不斷加碼ASIC訂單的欣銓有潛力? 還是拿下美國CPO大單的矽格更有爆發力? 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：劉彥良節目導讀： 00:00 精彩預告 00:50 先進封測廠比價效應顯現欣銓VS矽格 02:48 欣銓吃一線封測外溢訂單後續還有戲? 05:20 矽格CPO題材超吸睛資本支出竟暴增? 07:33 台股震盪拉回下個甜蜜買點在哪裡? 11:00 欣銓.矽格買誰好? 市場想像空間大不同 13:01 低價潛力黑馬股名單下方連結索取 #輝達 #台積電#日月光#京元電 #欣銓#3264#矽格#6257#封測 #CPO#矽光子#光通訊#聯發科 📢 「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

Episode metadata supplied by the publisher feed · Published May 19, 2026

Embed this episode

Attribution link and audio player

Ready to play

錢進擂台賽 EP111 |日月光、京元電封測訂單外溢！台股比價效應下是布局ASIC的欣銓好？還是奪CPO大單的矽格強？| #劉彥良

0:00 14:14

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

青腾树下青腾 | JustPod 本节目是青腾推出的一档聚焦前沿话题的播客，每期邀请两到三位青腾同学从个人视角出发，展开有意思、有碰撞、有洞见的对话。「青腾树下」是这样一个对话场域，这里有创业者与创业者的深度对话，也有基于同学情谊的走心聊天，他们在这里探讨最前沿的商业话题，也分享最真实的人生故事。我们希望传递有价值的商业观点，记录创业者们的思考和故事，启发这个时代更多的创造者。本节目由青腾出品，JustPod制作发行。财富自由之路 by 孙宇晨财富自由之路 by 孙宇晨《财富自由革命之路》是孙宇晨在喜马拉雅FM推出的音频节目，播放量超500万次。该节目探讨财富自由的本质，强调精神自由优于财务自由，提出通过明确人生战略和价值观来实现真正的自由。节目是商业智慧类别中成为销量冠军，超过财经大咖吴晓波，使孙宇晨成为"90后知识网红第一人"。Justin Sun (b.1990) graduated from Peking University and University of Pennsylvania. He founded TRON blockchain in 2017, becoming a Davos Global Shaper and Forbes 30 Under 30 recipient. In 2025, he became the youngest Chinese commercial astronaut. He dined with Warren Buffett and invested $30 million in Trump-backed crypto."The Path to Financial Freedom Revolution" is a audio program launched by Justin Sun on Ximalaya FM, with over 5 million plays. The program explores the essence of financial freedom, emphasizing that spiritual freedom takes precedence over financial freedom, and proposes achieving true freedom through defining clear life strategies and values.

Frequently Asked Questions

How long is this episode of 財富履行團?

This episode is 14 minutes long.

When was this 財富履行團 episode published?

This episode was published on May 19, 2026.

Can I download this 財富履行團 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!