錢進擂台賽 EP118 | 台積電聯盟最強黑馬現身！從CoWoS到CoPoS再到CPO與CoWoP 弘塑.揚博狂吃先進封裝大訂單？| #高閔漳

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👇👇👇趁台股修正大撿便宜的入口 https://line.me/ti/p/@davidk1688 今年台積電聯盟最強黑馬會是誰? 隨著全球AI需求持續推動半導體產業鏈近期多家外資接連調升台積電的目標價反映市場對其先進封裝技術的強勁信心然而，不論晶圓封裝再怎麼堆疊濕製程都是當中不可或缺的關鍵核心相關設備廠更是出現前所未見的成長榮景而在這之中究竟是台灣半導體濕製程設備領導廠的弘塑有潛力? 還是全球PCB濕製程設備龍頭的揚博更有爆發力? 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 00:47 台積電濕製程對決弘塑VS揚博 01:11 財務數據比一比為何弘塑能海放揚博? 03:00 先進封裝最受惠股弘塑大吃台積電訂單? 04:29 載板濕製程龍頭揚博轉向半導體領域? 05:32 股價差距10倍揚博正急速追趕弘塑? 07:28 弘塑.揚博買誰好? 首選依舊是他最穩? 08:58 台股利空通殺撿便宜機會下方連結索取 #2330 #台積電 #先進封裝 #CoWoS #CoPoS #CoWoP #CPO #FOPLP #欣興 #臻鼎 #3131 #弘塑 #2493 #揚博 📢 「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 EP118 | 台積電聯盟最強黑馬現身！從CoWoS到CoPoS再到CPO與CoWoP 弘塑.揚博狂吃先進封裝大訂單？| #高閔漳

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