錢進擂台賽 EP64 |台積電2奈米火熱搶單！CoWoS嚴重供不應求隱藏黑科技明年登場哪些台廠最受惠？| #賴昇楷、#陳韋廷

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台積電概念股買誰好? 全球AI市場對CoWoS強烈供不應求投資公司Bernstein預測 2025年台積電封裝領域將占總營收的10% 有望超越日月光成為全球最大的封裝供應商再加上台積電2奈米第四季量產相關概念股應該如何看待? 誰才是現在最好的投資選擇呢? 歡迎留言你的看法!! 🎤主持：品嫻 🎤分析師賴昇楷、陳韋廷節目導讀： 00:00 精彩預告 00:35 台積電概念股買誰比較好? 01:30 再生晶圓三級跳 8028昇陽半 06:24 晉升2奈米業績漲一倍 3551世禾 09:40 網友提問：1560中砂可以追嗎? 11:00 網友提問：4743合一復活了嗎? #台積電 #CoWoS #2奈米 #晶背供電 #先進封裝 #先進製程 #昇陽半 #中砂 #再生晶圓 #日月光 #世禾 #合一 📢 「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 EP64 |台積電2奈米火熱搶單！CoWoS嚴重供不應求隱藏黑科技明年登場哪些台廠最受惠？| #賴昇楷、#陳韋廷

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