02 Apr 2024
35m

EP552|台積電、鴻海、廣達的三巨頭日!資金找下一檔題材大牛?資本支出若不上調,設備股漲多留意?3月營收好股先預測!ft.國泰證期 蔡明翰經理

Podcast cover

兆華與股惑仔

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

EP552|台積電、鴻海、廣達的三巨頭日!資金找下一檔題材大牛?資本支出若不上調,設備股漲多留意?3月營收好股先預測!ft.國泰證期 蔡明翰經理