衝衝衝的布萊德
布萊德<> 會做這個頻道的主要原因是因為我家族、朋友裡面，有很多爸爸媽媽、哥哥姐姐、叔叔阿姨們都對股票投資都很有興趣。 但有些科技產業的基本面、技術面，他們可能不太熟悉。 所以就由我這個小書僮來錄音做個紀錄，然後分享給大家來聽。 坦白說，其實就是我懶得一個一個的慢慢講，所以乾脆做個 Podcast。內容一定會有錯誤，不能拿來當投資的參考呦 !! -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 9 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | BusinessInvesting | ||
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Latest Episodes
• 在農曆年前只剩下最後 8 個交易日的關鍵時刻，市場卻一點也不平靜。
• 本集《衝衝衝的布萊德》第 9 集，從美國股市上週五的重挫談起，解析川普提名 Kevin Warsh 角逐聯準會主席後，市場對降息與縮表並行的擔憂，為什麼會讓股市開始出現雜音？
• 接著回到台股，布萊德提醒粉絲們：**現在還適不適合抱股過年？**在高檔震盪的環境下，資金控管與風險意識比報酬率更重要。
• 本集重頭戲，正式填坑解析 啟碁科技（Wistron NeWeb）。從低軌道衛星地面接收設備、星鏈（Starlink... more
🧠 第 8 集｜內容摘要（重點版）
台股盤勢觀察
• 指數創高但多數個股高檔震盪
• 農曆年前投資人「不抱股過年」的賣壓再現
• 建議短線操作轉趨保守，等待賣壓消化後再觀察機會
力成（6239）FOPLP 最新進度
• Fan-Out PLP 已開始量產，玻璃尺寸為 510 × 515 mm
• 翹曲問題已解決，目前非技術瓶頸
• AI 應用已完成 Dummy Chip 驗證，Q2 等待 Production Chip
• 預估 2026 Q4 小量量產 AI FOPLP... more
1、力積電（6770）公司與產能結構解析
• 8 吋與 12 吋晶圓廠配置
• P3 廠 DRAM 產能與技術現況
2、力積電 × 美光 LOI 關鍵重點拆解
• P5 銅鑼廠出售 18 億美元的財務意義
• DRAM 製程升級的可能路徑
• 為何說這是「再一次已發生過的技術移轉」
3、對相關個股的延伸影響
• 晶豪、鈺創在 DRAM / DDR5 的機會
• 愛普在後段封裝合作中的角色
4、力積電與晶豪的財務模型初步結論
• 力積電 2026 年轉虧為盈的關鍵
more
2026 年的第一集，布萊德帶大家從「記憶體產業」出發，深入解析兩家長期追蹤、但市場討論度相對沒那麼高的公司——晶豪科與力成科技。
本集首先回顧記憶體產業的結構變化，說明為什麼在 DRAM、NAND 價格回溫之際，利基型記憶體反而更值得關注。晶豪科作為台灣老牌 DRAM IC 設計公司，專注低容量、長尾型產品，在大廠不願投入的市場中建立競爭優勢，並搭配財務模型，分享 2026 年 EPS 與股價空間的看法，同時提醒短線風險。
下半段則聚焦封測大廠 力成科技，從記憶體封測起家，逐步轉型為邏... more
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Apple Podcasts | #78 | Taiwan/Business/Investing |
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衝衝衝的布萊德 launched 2 months ago and published 9 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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