錢進擂台賽 EP78 | AI散熱帶動新一輪資金行情輝達+台積電先進封裝力推碳化矽最好投資選擇會是誰？| #石富景、#陳韋廷

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碳化矽概念股買誰好? 近期輝達推動能源革命計畫在明年推出的Rubin平台導入碳化矽技術更傳出台積電要將矽中介層材料全面升級成碳化矽讓碳化矽瞬間成為先進封裝的關鍵材料帶動相關族群在最近出現強勁的上漲究竟這波漲勢能夠延續到什麼時候? 哪些概念股才是我們應該關注的焦點呢? 歡迎留言你的看法!! 🎤主持：品嫻 🎤分析師：石富景、陳韋廷節目導讀： 00:00 精彩預告 00:25 碳化矽概念股買誰好? 01:02 為何台積電、輝達都要SiC? 02:29 漢磊股價創高遭狙擊有救嗎? 05:53 碳化矽龍頭股 6488環球晶 07:32 母憑子貴績優股 5483中美晶 11:18 網友提問：1101台泥要底部反轉了? 12:21 網友提問：2344華邦電能上50嗎? 13:42 網友提問：3040遠見套在73有救嗎? 15:02 網友提問：2498宏達電有望逆轉勝嗎? #碳化矽 #SiC#第三代半導體#氮化鎵 #台積電#輝達#Rubin#先進封裝#CoWoS #AI伺服器#HVDC#漢磊#環球晶#中美晶 📢 「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 EP78 | AI散熱帶動新一輪資金行情輝達+台積電先進封裝力推碳化矽最好投資選擇會是誰？| #石富景、#陳韋廷

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This episode was published on September 23, 2025.

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