錢進擂台賽 EP115 | 台積電CoWoS→CoPoS時程曝光！CPO技術延宕有救嗎？力成與AMD攻FOPLP 頎邦玻璃基板題材可期待？| #劉彥良

from 財富履行團 · host takeatripgo

👇👇👇了解績優股如何撿便宜的的入口 https://line.me/ti/p/@star8888 CoPoS概念股誰最強? 近期台積電董事長魏哲家在法說會上證實下一代先進封裝技術，CoPoS正在全力研發當中透過以方代圓、產能翻倍的方式解決CoWoS長期供不應求的核心問題對此，台積電下達了最高機密的封口令將其視為決戰未來的下一張關鍵王牌而在這之中，究竟是與AMD合作面板級封裝的力成有潛力? 還是挾帶光通訊題材的頎邦更有爆發力? 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 00:47 通吃CoPoS+CPO題材力成VS頎邦 01:24 封測廠營運大不同力成.頎邦差在哪? 04:32 記憶體展望樂觀力成FOPLP有底器? 06:56 全球金凸塊領導廠頎邦LPO爆發性強? 08:46 低基期優勢顯現力成三角收斂拚反轉? 10:26 台股今年大黑馬頎邦大漲過後能買嗎? 12:09 力成.頎邦買誰好? 激情過後先選它? 13:08 大撿便宜的績優股名單下方連結索取 #台積電 #CoPoS #CoWoS #先進封裝 #CPO #光通訊 #AMD #FOPLP #玻璃基板 #6239 #力成 #6147 #頎邦 📢 「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 EP115 | 台積電CoWoS→CoPoS時程曝光！CPO技術延宕有救嗎？力成與AMD攻FOPLP 頎邦玻璃基板題材可期待？| #劉彥良

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