探索下一站 EP65 | AI泡沫化？誰才是真正有基本面支撐的產業？銅箔基板CCL價量齊漲！#6274台燿、2383台光電 | 劉烱德

from 財富履行團 · host takeatripgo

近期AI族群受到重挫，在股價漲幅與基本面落差太大的情況下，相關的AI概念股藉機修正，究竟後續真正有基本面支撐的產業會是誰? AI說穿了，就是要讓所有的東西智慧化，也就是要加裝一些電子設備進去，而不管是哪一種電子設備，都離不開電子工業之母PCB，其中，銅箔基板CCL堪稱是PCB最重要的原料，CCL品質的好壞，直接影響到PCB的傳輸效能 CCL的商機有多驚人?又有哪些值得注意的概念股?精彩內容敬請收看! YT版本：https://www.youtube.com/@takeatripgo #AI #泡沫化 #銅箔基板 #CCL #PCB #Nvidia #緯創 #台燿 #台光電 #探索下一站 #財富履行團 #劉烱德 ⏰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 EP65 | AI泡沫化？誰才是真正有基本面支撐的產業？銅箔基板CCL價量齊漲！#6274台燿、2383台光電 | 劉烱德

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