錢進擂台賽 EP32 | 先進封裝兩大熱門題材 CoWoS+FOPLP強到沒朋友坐擁題材與業績怎麼買賺最多？|#陳武傑

from 財富履行團 · host takeatripgo

今年先進封裝族群表現十分強勢除了CoWoS已經有實質的營收貢獻以外今年還有一個備受市場期待的新題材那就是面板級扇出型封裝FOPLP 當一家公司同時擁有CoWoS和FOPLP兩種題材那可以說是強強聯手，強到沒朋友的概念你覺得#6187萬潤、#5443均豪，買誰比較好? 🤔 歡迎留言你的看法!! 🎤分析師 #陳武傑節目導讀： 00:00 精彩預告 00:18 賽前引言：產業面 01:42 Round1 : 基本面 03:00 Round2 : 題材面 05:39 Round3 : 技術面 06:49 成果發表 #GB200 #CPO #矽光子 #台積電 #CoWoS #FOPLP #面板級扇出型封裝 #先進封裝 #SoIC #志聖 #均華 #昇陽半 #環球晶 #台勝科 #萬潤 #均豪 #財富履行團 📢 「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 EP32 | 先進封裝兩大熱門題材 CoWoS+FOPLP強到沒朋友坐擁題材與業績怎麼買賺最多？|#陳武傑

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