探索下一站EP39 |台積電看壞今年半導體發展記憶體供需回穩帶頭向錢衝！史上最差財報公布最佳買點就是現在？| 陳武傑

from 財富履行團 · host takeatripgo

自從台積電公布第一季的法說會之後，承認了今年營運可能會衰退，這項訊息立刻引發市場恐慌，導致台股最近的表現都不算太好然而危機就是轉機，由於景氣循環的緣故，過去在整個半導體產業中，最早進入修正的記憶體產業，反而準備開始迎接黎明全球記憶體三大巨頭在近期紛紛繳出史上最差財報，三星較去年同期大減95.8%，創下金融海嘯以來的最低水準，而SK海力士和美光也都創下虧損新高在如此差勁的營收之下，隨著公司開始大量減產，加上電腦、筆電需求旺季將至，記憶體產業即將迎來由虧轉盈的大利多!! 記憶體產業未來的發展會如何?哪些個股值得投資人留意?精彩內容敬請收看! YT版本：https://www.youtube.com/@takeatripgo 🎤分析師 #陳武傑 #半導體 #記憶體 #台積電 #三星 #筆電 #AI #華邦電 #愛普 #探索下一站 #財富履行團 #陳武傑 ⏰每週二、四晚上七點線上首播 ※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。 -- Hosting provided by SoundOn

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探索下一站EP39 |台積電看壞今年半導體發展記憶體供需回穩帶頭向錢衝！史上最差財報公布最佳買點就是現在？| 陳武傑

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