錢進擂台賽 EP95 |面板雙虎轉型成功！低軌衛星+FOPLP+CPO 面板產業會是記憶體第二？群創、友達誰更飆？| #陳武傑

from 財富履行團 · host takeatripgo

誰是今年最強的面板股? 2026台股氣勢如虹既PCB、記憶體之後如今終於輪到面板迎來大轉機近期市場傳出面板級扇出型封裝FOPLP有望打入低軌衛星供應鏈加上面板報價在去年觸底之後已經出現止跌回溫的跡象股價也開始受到市場資金的青睞而在台灣的面板廠當中究竟是積極轉型的友達有潛力? 還是股價創下連10漲的群創更有爆發力? 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：陳武傑節目導讀： 00:00 精彩預告 00:44 友達、群創買誰好? 01:39 面板仍疲弱友達.群創為何虧轉盈? 04:46 車用.FOPLP.CPO 誰的轉型最有成效? 10:37 落後補漲有潛力友達漲停拉回是買點? 12:46 太空AI大補丸群創明天出關會更強? 14:00 低軌衛星強勁爆發友達.群創該買誰? #低軌衛星 #SpaceX #FOPLP #CPO #矽光子 #MicroLED #面板 #群創 #友達 #2409 #3481 #太空AI 📢 「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 EP95 |面板雙虎轉型成功！低軌衛星+FOPLP+CPO 面板產業會是記憶體第二？群創、友達誰更飆？| #陳武傑

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