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  1. Oct 1, 2026photo post
  2. Oct 1, 2026林睿閎John ⏲️發文時間:2026.10.2 週五 🔺【台積電傳德州再蓋6座晶圓廠?美國供應鏈再點火】🔥 半導體設備業界近期傳出,台積電(2330)有意進一步擴大「美國製造…
  3. Oct 1, 2026林睿閎John ⏲發文時間:2026.10.2 週五 🇺🇸〈美股盤後〉美債回暖!三大指數收漲迎10月 美光彈升3% https://reurl.cc/Z8qoQA 🇸🇬台積…
  4. Oct 1, 2026高階玻纖布缺貨又有損耗問題,輝達先測PTFE,但PTFE太難貼合、難做多層板,所以現在又加入HC一起測,HC比較好加工但偏脆,目前生益、滬電進度領先,台虹、台光電也持續送樣驗證 重…
  5. Oct 1, 202610/1 週四 投信買賣超排行🥇 南電(8046)投信買超1,362張,前面市場先擔心4Q BT載板凍漲、又有博通自製載板消息,股價一度摜破季線,不過最新美系外資報告反而認為AB…
  6. Oct 1, 2026photo post
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