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朝九晚五的生活本來就不容易,白天忙工作、晚上還要弄小孩,不妨對自己好一點,本頻道幫你挖掘產業的金礦,讓生活可以過得更好一點 (102)金管投顧新字第005號 本公司不保證獲利,投資人應獨立判斷,審慎評估並自負投資風險。 大華國際投資顧問股份有限公司 電話:02-23628000
Updated: 2026-08-24
林睿閎John ⏲️發文時間:2026.08.25 週二 🔺盤前想法—整理一下看好的產業個股重點⬇️ 🔥BBU& HVDC 1. 2308台達電 : 800VDC 第四季小量出貨、明年放量,業界共識都認為上半年高點不會是天花板,後面HVDC趨勢很明確 2 . 2301光寶科 : 8月800VDC Power Rack樣機展開測試驗證,最快年底進入量產,2…
林睿閎John ⏲發文時間:2026.8.25 週二 🇺🇸〈美股盤後〉輝達財報前連七黑 記憶體股崩跌 費半收黑2.7% https://reurl.cc/NOQyre 🍎蘋果 i18Pro 傳漲價100美元 考驗果粉接受度 牽動鴻海、大立光等出貨 https://reurl.cc/Wzxv3e 🔥NAND 迎來關鍵材料轉型 採用鉬材勢在必行 http…
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8/24 週一 投信買賣超排行🥇 投信買超第一名聯電(2303) 14,763張,聯電積極卡位矽光子領域🔥新加坡廠已經交付首批12吋矽光子量產晶圓,2027年還會推出自有12吋矽光子平台,另外也投入TFLN薄膜鈮酸鋰開發,可以做高速、低功耗的光調變器,台積電COUPE則是把光子晶片與電控晶片堆疊在一起的光引擎平台,都是未來CPO、光I/O的重要技術,法人…
SemiAnalysis一篇PTFE報告殺翻台光電、欣興,但市場可能搞錯了 PTFE是CCL材料升級,跟載板無直接替代關係,未來也可能是PTFE+高階玻纖混用 https://youtube.com/shorts/yyU6qGkSxVE
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林睿閎John ⏲發文時間:2026.8.24 週一 📈科技通膨擋不住 輝達 AI 伺服器明年起將漲價15% https://reurl.cc/VnNKyy 🇺🇸傑克森洞央行年會本周登場 華許演講 難解美債壓力 https://reurl.cc/907Mgd 🔥三年多首見 矽晶圓要漲價10% 環球晶、台勝科、合晶喜迎紅利 https://reurl.…
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How AvaTrade runs sponsored Telegram campaigns in 2026 — creative formats, regional strategy, and what the tgadsspy archive reveals about this forex broker.
How Exness runs sponsored Telegram campaigns in 2026 — creative formats, regional strategy, and what the tgadsspy archive reveals about this forex broker.
How FP Markets runs sponsored Telegram campaigns in 2026 — creative formats, regional strategy, and what the tgadsspy archive reveals about this forex broker.
How IC Markets runs sponsored Telegram campaigns in 2026 — creative formats, regional strategy, and what the tgadsspy archive reveals about this forex broker.
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