【選股教練】全球記憶體版圖以及美、韓、中、台競合關係分析(上集)

【上集】分享美國、韓國、中國、台灣的記憶體產業的發展與競合關係。在全球的記憶體版圖上面，台灣扮演什麼樣的角色？各自的強項是什麼？依賴其他國家哪些部分？還有，未來三年記憶體的發展情境，到2028年AI的需求跟應用依舊繁榮嗎？投資機會可能在哪些廠商？【下集】預告唯泰老師會針對我們在今天所講的這些所謂的未來的情境發展，還有三大受惠的族群，去針對我們的相關個股去做篩選，還有包含記憶體的個股的ETF。 -- Hosting provided by SoundOn

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【選股教練】全球記憶體版圖以及美、韓、中、台競合關係分析(上集)

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