Grace懶洋洋
Grace懶洋洋🐑這是一個針對公司法說會簡報所作的重點整理筆記，想用最有效率、簡易且可重複式的方式獲取新知與加強記憶，讓忙碌的生活之餘仍有機會參與市場。 🐑本節目所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 179 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessNews |
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Latest Episodes
擴產 40%.毛利回升,盟立(2464)自動化邁向 2026 年轉虧為盈!盟立114年Q3法說重點摘要
🐑本集重點：
營運轉型確立，半導體業務躍升核心成長引擎
AI 人形機器人與機器狗預計於 2026 年第一季出貨
積極擴充產能，2026 年整體產能預計提升 40%
擺脫虧損陰霾，展望 2026 年第一季轉虧為盈
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。
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車用雷達延伸至反無人機系統,為升(2231)打開國防級長線成長空間!為升114年Q3法說重點摘要
🐑本集重點：
營運谷底已過，本業與財務展望回溫
毫米波雷達兩大引擎：切入美國商用車隊與國際大廠ODM
戰略新佈局：鎖定國防剛需的「無人機反制系統」
多元場域應用：拓展智慧交通、軌道安全與公共照護
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。
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從 400G 到 800G.直通 CPO 與 1.6T,華星光(4979)卡位 AI 資料中心下一世代!華星光114年Q3法說重點摘要
🐑本集重點：
營運績效顯著成長 前三季營收與獲利均呈雙位數成
AI 驅動產品升級，CPO 市場預期將有爆發性成長
積極擴充產能與晶圓技術轉型
優化客戶結構與高階產品佈局
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。
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天弓、天劍到台灣之盾，全訊(5222)站上下一波國防量產循環起點!全訊114年Q3法說重點摘要
🐑本集重點：
深耕國防軍工，確立氮化鎵（GaN）技術優勢
軍品認證新制導致短期營收遞延
天弓、天劍與「台灣之盾」三大專案為未來成長引擎
商用市場鎖定 5G/6G 與低軌衛星佈局
🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。
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Hosting provided by SoundOn
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Apple Podcasts | #220 |  Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
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Which podcasts are similar to Grace懶洋洋?
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How many episodes of Grace懶洋洋 are there?
Grace懶洋洋 launched 8 months ago and published 179 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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