【選股教練】這集要聊 #CoWas ，未來2~3年多頭趨勢的產業，台股回檔優先布局的有...

現在買AI股怕追高嗎？以CoWoS為核心的次族群，是可以優先留意的方向！原因很簡單，台積電2026年的資本支出說明了一切。 CoWoS的產能成長最快的時間點，是在2026年底，所以按照產業的時序，今年的設備、測試以及特用化學品，分別在今年Q2、Q3以及Q4，營收來到高峰。鎖定長線趨勢裡的指標股，等待漲多拉回的時候再做分批進場跟佈局。 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Mar 4, 2026

Embed this episode

Attribution link and audio player

Ready to play

【選股教練】這集要聊 #CoWas ，未來2~3年多頭趨勢的產業，台股回檔優先布局的有...

0:00 13:50

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Crypto Education Cypher Funk Elevate your crypto game with the University's Audio Channel! Enjoy free education that uncovers the secrets of blockchain and investment strategies. Perfect for all levels – unlock your potential in the crypto world now!__00___¡Eleva tu juego cripto con el Canal de Audio de la Universidad! Disfruta de educación gratuita que revela los secretos de la cadena de bloques y las estrategias de inversión. Perfecto para todos los niveles – ¡desbloquea tu potencial en el mundo cripto ahora!__00___提升你的加密游戏，加入大学音频频道！享受免费教育，揭示区块链的秘密和投资策略。适合所有水平的人士——现在就在加密世界中释放你的潜力吧！

Frequently Asked Questions

How long is this episode of 跟著我擇機入市-陳唯泰?

This episode is 13 minutes long.

When was this 跟著我擇機入市-陳唯泰 episode published?

This episode was published on March 4, 2026.

Can I download this 跟著我擇機入市-陳唯泰 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!