by takeatripgo
財富履行團合作信箱：service@hwa-guan.com.tw 跟著財富履行團到處挖財富的金礦 透過財經領域的導遊、領隊們 一起竭力履行屬於自己的財富規劃 了解自己到底有多大價值，並找到快樂自由的人生！ 和我們一起履行吧！take a trip！ 訂閱頻道 https://www.youtube.com/@takeatripgo ⏰每週一/三 下午兩點半 【交易玩家】線上直播 ⏰每週二 19：00 【錢進擂台賽】線上首播 ⏰每週四 19：00 【高調經濟學】線上首播 ⏰每週四 21：00 【One Night in JJ】線上直播 ⏰每週五 19：00 【強者恆強】線上首播 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 傳真 : (02)2397-3938 客服郵件: service@hwa-guan.com.tw 華冠投顧 111金管投顧新字第015號 -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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Publishing Since
3/27/2023
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June 16, 2026
👇👇👇了解績優股如何撿便宜的的入口 <a href="https://line.me/ti/p/@star8888">https://line.me/ti/p/@star8888</a> CoPoS概念股誰最強? 近期台積電董事長魏哲家在法說會上證實 下一代先進封裝技術，CoPoS正在全力研發當中 透過以方代圓、產能翻倍的方式 解決CoWoS長期供不應求的核心問題 對此，台積電下達了最高機密的封口令 將其視為決戰未來的下一張關鍵王牌 而在這之中，究竟是與AMD合作面板級封裝的力成有潛力? 還是挾帶光通訊題材的頎邦更有爆發力? 誰才是我們最好的選擇呢? 歡迎留言你的看法!! 🎤主持：品樺 🎤分析師：劉彥良 節目導讀： 00:00 精彩預告 00:47 通吃CoPoS+CPO題材 力成VS頎邦 01:24 封測廠營運大不同 力成.頎邦差在哪? 04:32 記憶體展望樂觀 力成FOPLP有底器? 06:56 全球金凸塊領導廠 頎邦LPO爆發性強? 08:46 低基期優勢顯現 力成三角收斂拚反轉? 10:26 台股今年大黑馬 頎邦大漲過後能買嗎? 12:09 力成.頎邦買誰好? 激情過後先選它? 13:08 大撿便宜的績優股名單 下方連結索取 #台積電 #CoPoS #CoWoS #先進封裝 #CPO #光通訊 #AMD #FOPLP #玻璃基板 #6239 #力成 #6147 #頎邦 📢 「財富履行團Podcast」 <a href="https://reurl.cc/8qLj6d">https://reurl.cc/8qLj6d</a> 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰每週二 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。 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
June 12, 2026
台股震盪加劇，很多投資人這週最大的感受就是： 股票還沒賺到，先被洗下車。 但有些股票很特別。大盤重挫的時候不但沒跌，甚至逆勢轉強。 本集【強者恆強】重點： ✔ 大洗盤後誰才是真強勢股 ✔ AI主流股是否還有續漲空間 ✔ 官股護盤名單能不能跟 ✔ 貿聯、奇鋐為何值得留意 ✔ 如何提早發現起漲第一根訊號 #強者恆強 #高閔漳 #台股 #AI概念股 #AI伺服器 #貿聯 #奇鋐 #金像電 #高力 #官股護盤 #台積電 #台達電 #鴻勁 #技術分析 #發動訊號 #主升段 #飆股 華冠投顧與所推介分析之個別有價證券無不當之財務利益關係，本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險! 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 傳真 : (02)2397-3938 客服郵件: service@hwa-guan.com.tw 華冠投顧 111金管投顧新字第015號 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
June 11, 2026
台股晉升為全球市值第五大，背後推手除了護國群山之外，還有迎來規格大躍進的老產業！本集將深入解析在Rubin與BBU供電升級下，被動元件如何從便宜耗材蛻變為AI關鍵軍火，並且一次看懂禾伸堂、立隆電、日電貿三大黑馬股的受惠邏輯與價值重估利基！ <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=17s">00:17</a> 開場 <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=127s">02:07</a> 高階電容漲聲響起 AI機櫃放大價值量 <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=257s">04:17</a> AI供電升級開跑 三大受惠股一次看懂 <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=278s">04:38</a> 禾伸堂（3026）》高壓MLCC需求爆發 沉睡老股王重返舞台 <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=406s">06:46</a> 立隆電（2472）》高階鋁電卡位AI電源 BBU題材打開想像空間 <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=542s">09:02</a> 日電貿（3090）》掌握日系關鍵料源 文曄加持推升通路價值 <a href="https://www.youtube.com/watch?v=C6rCFyyKoWg&t=679s">11:19</a> 重點整理 <a href="https://www.youtube.com/hashtag/%E8%A2%AB%E5%8B%95%E5%85%83%E4%BB%B6">#被動元件</a> <a href="https://www.youtube.com/hashtag/mlcc">#MLCC</a><a href="https://www.youtube.com/hashtag/%E9%AB%98%E9%9A%8E%E9%9B%BB%E5%AE%B9">#高階電容</a><a href="https://www.youtube.com/hashtag/%E5%9B%BA%E6%85%8B%E9%9B%BB%E5%AE%B9">#固態電容</a><a href="https://www.youtube.com/hashtag/%E9%8B%81%E8%B3%AA%E9%9B%BB%E5%AE%B9">#鋁質電容</a><a href="https://www.youtube.com/hashtag/%E9%89%AD%E8%B3%AA%E9%9B%BB%E5%AE%B9">#鉭質電容</a><a href="https://www.youtube.com/hashtag/ai%E4%BC%BA%E6%9C%8D%E5%99%A8">#AI伺服器</a><a href="https://www.youtube.com/hashtag/ai%E8%B3%87%E6%96%99%E4%B8%AD%E5%BF%83">#AI資料中心</a><a href="https://www.youtube.com/hashtag/hpc">#HPC</a><a href="https://www.youtube.com/hashtag/%E5%8D%8A%E5%B0%8E%E9%AB%94">#半導體</a><a href="https://www.youtube.com/hashtag/verarubin">#VeraRubin</a><a href="https://www.youtube.com/hashtag/gb300">#GB300</a><a href="https://www.youtube.com/hashtag/bbu">#BBU</a><a href="https://www.youtube.com/hashtag/%E9%9B%BB%E6%BA%90%E7%AE%A1%E7%90%86">#電源管理</a><a href="https://www.youtube.com/hashtag/%E9%9B%BB%E5%8A%9B">#電力</a><a href="https://www.youtube.com/hashtag/%E9%AB%98%E5%8A%9F%E7%8E%87%E9%9B%BB%E6%BA%90">#高功率電源</a><a href="https://www.youtube.com/hashtag/panasonic">#Panasonic</a><a href="https://www.youtube.com/hashtag/%E6%9D%91%E7%94%B0%E8%A3%BD%E4%BD%9C%E6%89%80">#村田製作所</a><a href="https://www.youtube.com/hashtag/bb%E5%80%BC">#BB值</a><a href="https://www.youtube.com/hashtag/%E9%AB%98%E7%9B%9B">#高盛</a><a href="https://www.youtube.com/hashtag/%E7%A6%BE%E4%BC%B8%E5%A0%82">#禾伸堂</a><a href="https://www.youtube.com/hashtag/%E7%AB%8B%E9%9A%86%E9%9B%BB">#立隆電</a><a href="https://www.youtube.com/hashtag/%E7%AB%8B%E6%95%A6">#立敦</a><a href="https://www.youtube.com/hashtag/%E6%97%A5%E9%9B%BB%E8%B2%BF">#日電貿</a><a href="https://www.youtube.com/hashtag/%E6%96%87%E6%9B%84">#文曄</a><a href="https://www.youtube.com/hashtag/%E5%AF%8C%E6%98%8C%E9%9B%BB%E5%AD%90">#富昌電子</a><a href="https://www.youtube.com/hashtag/%E5%9C%8B%E5%B7%A8">#國巨</a><a href="https://www.youtube.com/hashtag/%E8%8F%AF%E6%96%B0%E7%A7%91">#華新科</a><a href="https://www.youtube.com/hashtag/%E5%87%B1%E7%BE%8E">#凱美</a><a href="https://www.youtube.com/hashtag/%E5%8F%B0%E8%82%A1">#台股</a><a href="https://www.youtube.com/hashtag/%E6%8A%95%E8%B3%87">#投資</a><a href="https://www.youtube.com/hashtag/%E7%90%86%E8%B2%A1">#理財</a><a href="https://www.youtube.com/hashtag/%E7%94%A2%E6%A5%AD%E8%B6%A8%E5%8B%A2">#產業趨勢</a><a href="https://www.youtube.com/hashtag/%E8%B2%A1%E5%AF%8C%E6%97%85%E8%A1%8C%E5%9C%98">#財富旅行團</a><a href="https://www.youtube.com/hashtag/%E4%B8%8A%E5%B8%82%E6%AB%83%E5%85%AC%E5%8F%B8">#上市櫃公司</a><a href="https://www.youtube.com/hashtag/%E6%8A%95%E8%B3%87">#投資</a><a href="https://www.youtube.com/hashtag/%E7%86%B1%E9%96%80">#熱門</a><a href="https://www.youtube.com/hashtag/%E7%90%86%E8%B2%A1">#理財</a><a href="https://www.youtube.com/hashtag/%E7%94%A2%E6%A5%AD%E5%88%86%E6%9E%90">#產業分析</a> 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
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財富履行團合作信箱：service@hwa-guan.com.tw 跟著財富履行團到處挖財富的金礦 透過財經領域的導遊、領隊們 一起竭力履行屬於自己的財富規劃 了解自己到底有多大價值，並找到快樂自由的人生！ 和我們一起履行吧！take a trip！ 訂閱頻道 https://www.youtube.com/@takeatripgo
⏰每週一/三 下午兩點半 【交易玩家】線上直播 ⏰每週二 19：00 【錢進擂台賽】線上首播 ⏰每週四 19：00 【高調經濟學】線上首播 ⏰每週四 21：00 【One Night in JJ】線上直播 ⏰每週五 19：00 【強者恆強】線上首播
華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 傳真 : (02)2397-3938 客服郵件: service@hwa-guan.com.tw 華冠投顧 111金管投顧新字第015號
-- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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