探索下一站EP44 | ABF三雄蓄勢待發台股萬六能否進場？3037欣興、8046南電、3189景碩這樣看值得抱緊的PCB廠會是他？| 高閔漳

from 財富履行團 · host takeatripgo

最近ABF三雄的股價似乎開始慢慢起來了，這是不是代表我們差不多可以準備進場了呢? 以今年第一季ABF三雄的狀況來說，除了景碩比較悽慘之外，欣興和南電的衰退都還在可以接受的範圍內因此市場資金提早開始反彈，也就是常說的利空出盡，ABF載板是未來產業之母，從5G、車用、一直到AI，全都是ABF的終端需求，就算目前營收衰退，還是屬於長多產業 ABF三雄現在是否能夠進場?後續又該如何看待?還有什麼標的是投資人可以關注的?精彩內容敬請收看! 🎤分析師 #高閔漳 YT版本：https://www.youtube.com/@takeatripgo #ABF #PCB #AI #5G #車用 #欣興 #南電 #景碩 #聯茂 #探索下一站 #財富履行團 #高閔漳 ⏰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EP44 | ABF三雄蓄勢待發台股萬六能否進場？3037欣興、8046南電、3189景碩這樣看值得抱緊的PCB廠會是他？| 高閔漳

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