無畏電子股持續弱勢，石英元件股 5 月以來漲幅驚人，許多人都解讀為 5G 產品帶動整體需求，並看好石英元件將複製被動元件之一 MLCC 在 2018 年的走勢，但我們這集會告訴你：一、真正推升石英元件漲勢的並非 5G 產品，而是其他因素；二、石英元件與 MLCC 兩個產業的發展模式完全迥異！ 近年來，彩色的電子紙技術不斷突破，加上疫情促使數位轉型加速，以及全球推動碳中和政策，未來電子紙、電子標籤還會有什麼「殺手級應用」？ 三級警戒確定延長至 7 月 26 日，餐廳業、電影院、運動場館、遊樂園則列入「微解封」範圍，但內需概念股似乎已迫不及待，股價紛紛漲回疫情前的水準。不過，「有條件解封」真的能明顯挹注業者的營收嗎？一旦「微解封」後的表現遠不如預期，失望性賣壓會再次湧現嗎？ 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog
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