台股投資筆記(podcast) - 安泰價值投資網 - Listen Notes
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台股投資筆記
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介紹台灣公司的商業模式與營運狀況PoweredbyFirstoryHosting
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Chinese
Taiwan
20episodes
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緯穎-高純度白牌伺服器組裝
Dec.29,2021
緯穎是緯創集團切割出來的子公司,ROE可說是電子代工業的奇蹟,一起來探視為什麼吧?PoweredbyFirstoryHosting
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淺談阿里巴巴的現況與前景
Oct.19,2021
阿里巴巴在中國政府當局監管之後的現況與未來前景的簡單介紹PoweredbyFirstoryHosting
00:25:39
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聯嘉光電-LED車燈
Sept.30,2021
聯嘉光電是一家專注LED車燈的一家利基型LED公司,他是否站在電動車的風口呢?一起來聽聽吧PoweredbyFirstoryHosting
00:19:34
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21年9月投資展望
Sept.9,2021
2021年9月份投資展望PoweredbyFirstoryHosting
00:19:53
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訊芯KY-SIP系統級的封裝小尖兵
Aug.17,2021
封裝測試在沉寂好幾年後今年也算是大放異彩,各家廠商都有自己獨特的技術與產品應用,今天來帶大家一起探討鴻海集團的封測股訊芯KY~!PoweredbyFirstoryHosting
00:18:55
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七月投資雜記
July21,2021
彼時台灣在5月中爆發的疫情徹底地給我們震撼教育,但說實話也不過就是重複貼上去年歐美的生活寫照罷了,我們終究也終於要跟疫情共存,在這氛圍下有啥投資機會是我們要關注的呢?PoweredbyFirstoryHosting
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聯詠--驅動IC的領導者
April28,2021
台股在這個萬物皆漲的年代我們反而是要找業績可以跟上股價的標的,聯詠本來就在驅動IC佔有一席之地,這一波跟聯電的家族關係讓他對客戶的訂單出貨可說是大勝競爭對手~一起來聽聽心得吧!PoweredbyFirstoryHosting
00:16:23
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川湖-伺服器滑軌的王者
April2,2021
川湖是我從跨入投資以來一直就放入觀察名單的一家公司,理由不外乎是前輩推薦財務優良等,但是我一直沒有想投資是因為他的成長性動能存疑,一起來聽應我的心得吧。
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00:19:10
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山林水-汙水處理之環保公司
Feb.25,2021
山林水是一家我列入觀察名單很久的公司,每隔一陣子我總是要看看他的消息與財報,但始終沒有投資,裡面有諸多理由讓我也藉此學到不同的投資邏輯與想法~PoweredbyFirstoryHosting
00:19:00
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淺談電子代工模式
Feb.9,2021
台灣電子業的"代工"相信每天打開股票版都會看到,毛利率3到4%總長讓評論家認為要往上升級,但有人真正了解電子廠到底再代甚麼工呢??PoweredbyFirstoryHosting
00:20:50
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延伸文章資訊
- 1台股投資筆記(podcast) - 安泰價值投資網 - Listen Notes
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