台股熱度榜EP30 | iPhone15上市倒數 13檔蘋概股可低接？ | AI需求大增為何記憶體類股沒受惠？| 網友提問》世芯有機會漲到3600元嗎？ #蘋概股 #iPhone15 #記憶體

from 財富履行團 · host takeatripgo

今年蘋果的秋季發表會，將在台北時間9月13日凌晨登場，萬眾矚目的新機iPhone15，可望在會中正式亮相。目前市場傳出，新款iPhone有諸多亮點，可望帶動相關蘋果概念股，發動一波攻勢。全球半導體產業供過於求，尤其記憶體晶片更是淪為重災區不過，集邦科技卻發布報告指出，記憶體大廠的減產效益發酵，加上今年部分產品已在相對低點，因此預估DRAM與NAND Flash，需求位元將分別有13%與16%的成長率。觀眾朋友們是否贊同節目內容的觀點？還有哪些股票是大家看好的？歡迎一起參與節目的製作，並且在底下留言，分析師就有機會在節目中討論！ YT版本：https://www.youtube.com/@takeatripgo #蘋果春季發表會 #iPhone15 #蘋概股 #蘋果供應鏈 #潛望式鏡頭 #Type-C #DRAM #儲存型快閃記憶體 #記憶體減產 #美光 #SK海力士 #三星 #旺宏 #華邦電 #威剛 #群聯 🎤主持：#品樺 🎤來賓：分析師 #高閔漳 ※每週五晚上七點首播 ※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 -- Hosting provided by SoundOn

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台股熱度榜EP30 | iPhone15上市倒數 13檔蘋概股可低接？ | AI需求大增為何記憶體類股沒受惠？| 網友提問》世芯有機會漲到3600元嗎？ #蘋概股 #iPhone15 #記憶體

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