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金臨天下

大摩降評半導體 先進製程軟著陸 聯電殖利率過7% 2024重回價值股

22 Feb 2023

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主持人 黃斐瑜 本集來賓 謝晨彥 王兆立 游庭皓 葉芷娟 【本集重點】 1.大摩降評半導體! 英特爾大砍股利.傳延後下單3奈米!? 2.大摩:PC半導體谷底已過 法人心口合一力挺概念股!? 3.半導體1個產業2種論調 成熟恐降價.先進軟著陸!? 4."擬配息3.6元.殖利率7%" 聯電2024重回價值股!? 5.面板.記憶體報價揚 "先衰退先復甦"概念股迎春燕!? -- Hosting provided by SoundOn

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