15 Jan 2026
51m

EP1018|台積電法說已是「不可思議」,Q1估毛利率65%封神!選設備股還是PCB?透露記憶體還有空間?散熱最委屈?ft.國泰證期 蔡明翰協理

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兆華與股惑仔

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EP1018|台積電法說已是「不可思議」,Q1估毛利率65%封神!選設備股還是PCB?透露記憶體還有空間?散熱最委屈?ft.國泰證期 蔡明翰協理