EPISODE · Nov 7, 2025 · 7 MIN
設備股煉金術 從弘塑、漢唐與京鼎一路延燒…【談股論金 EP93】
from 談股論金 · host 先探投資週刊
AI浪潮正改變半導體生態，從晶圓製造到設備股全面受惠。弘塑、漢唐、京鼎獲利三級跳，誰能成為AI時代的下一個千金股？ 【單集重點】 1. ＡＩ效應推升資本支出成長 2. 歐美半導體在地化政策 3. 科林研發、科磊股價創新高 4. 台積電供應鏈在地化奏效 -- Hosting provided by SoundOn
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設備股煉金術 從弘塑、漢唐與京鼎一路延燒…【談股論金 EP93】
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