【下班經濟學＿股票】晶片巨頭搶著綁定！產能狂缺到2028，AI下半場供應鏈黑馬是他！ft.阮慕驊、廖婉婷｜謝哲青、張珈瑄

24 Aug 2026 · 20 min · Episode 769

Episode 【下班經濟學＿股票】晶片巨頭搶著綁定！產能狂缺到2028，AI下半場供應鏈黑馬是他！ft.阮慕驊、廖婉婷｜謝哲青、張珈瑄

0:00 20:24

AI時代是泡沫還是新契機？本集邀請專家阮慕驊與廖婉婷，深入解析PCB如何華麗轉身，成為AI戰場的最強主角！想知道如何透過一籃子工具精準卡位下半場黑馬？精彩內容千萬別錯過！ #股市 #投資 #AI #PCB #晶片 00:36 AI熱潮快熄火？專家拆解泡沫疑慮揭未來趨勢！ 01:37 從配角變AI關鍵！高階PCB優勢爆發成最強黑馬 04:11 PCB概念股怎麼配置？解析卡位時機與潛力股！ 07:56 抓住日韓設備材料！公開高階PCB獲利攻略指南 08:55 高階PCB資本戰開打！擴產潮引爆產業洗牌？ 12:48 不看財報也能卡位？PCB行情這樣佈局最省心！ 19:04 股市劇烈震盪未止！專家揭下半年佈局心法！影音版本：https://youtu.be/gon-_0HOD6E -- Hosting provided by SoundOn

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