EPISODE · May 26, 2026 · 15 MIN
【選股教練】群創強攻逼近50元,解密股價創15年新高的底層邏輯!
from 跟著我擇機入市-陳唯泰 · host 選股教練
(錄製時間2026.05.25) 5/25攻上漲停板,請大家不要追高!!! 群創從面板產業跨到半導體跟先進封裝。 轉型算是相當成功, 甚至有可能會搭上下一個世代AI的浪潮。 今年年初 大尺寸面板的報價開始出現止跌回升, 在中長線持續看多的情況之下, 如果股價有在去做拉回的話, 應該要逢低站在買方。 目前它現在的產能利用率, 一直維持在相對的高檔, 製程的良率也很高。 除了FOPLP的產能爆發, 還有三個最主要的應用: 低軌衛星、車用半導體、AI 。 -- Hosting provided by SoundOn
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【選股教練】群創強攻逼近50元,解密股價創15年新高的底層邏輯!
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