Podcast EP370 半導體不是只有台積電，00941囊括一籃子的隱形冠軍，我為甚麼要申購100張？ 不管科技再怎麼進步，都需要半導體。台灣半導體聞名全球，但是你知道嗎？台灣只是專注在『製造』，更上游的設備跟原料是缺席的喔！ 我長期持有台積電，真的很開心；但是我也想布局上游的設備跟原料，00941就是好幫手了！ 00941的成分股都是國外的半導體大廠，特點再哪裡？老師來講給你聽！ 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast：https://[reurl.cc/6l329V]()">reurl.cc/6l329V 📍Spotify podcast：https://[reurl.cc/k0eXM9]()">reurl.cc/k0eXM9 📍Google podcast：https://[reurl.cc/d53D88]()">reurl.cc/d53D88 📍KKBOX podcast：https://[reurl.cc/LdEObK]()">reurl.cc/LdEObK 📍聽眾贊助連結：https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4 -- Hosting provided by SoundOn
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Azeem Azhar's Exponential View
Reducing Burnout and Boosting Revenue in ASCs
10 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast