股海飯桶WilsonRice

By WilsonRice

金融分析師，與大家分享金融時事、工作日常，產業所見所聞，金融議題深入淺出探討

Podcast/X/Instagram/Threads

搜尋：股海飯桶

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FAQs about 股海飯桶WilsonRice:

How many episodes does 股海飯桶WilsonRice have?

The podcast currently has 34 episodes available.

股海飯桶WilsonRice episodes:

November 27, 2025 EP34｜阿拉斯加好冷看法再次被驗證市場熱門的ASIC相關類股

歡迎各大廠商私訊、來信洽談合作機會

阿拉斯加好冷看法再次被驗證市場熱門的ASIC相關類股

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35min
November 24, 2025 EP33｜火球季齁勝 ODM與記憶體廠商溝通影響

歡迎各大廠商私訊、來信洽談合作機會

火球季齁勝 ODM與記憶體廠商溝通影響

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32min
November 20, 2025 EP32｜上沖下洗洗到破皮部位調整 Trainium3遞延雜音

歡迎各大廠商私訊、來信洽談合作機會

上沖下洗洗到破皮部位調整 Trainium3遞延雜音

我的理解Trainium3量產時程一直都在2026Q3，不論是晶片端、相關SWITCH、PCB板、CCL供應商，從他們量產時間來看就是在那，之前應該是大家預期太高

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34min
November 17, 2025 EP31｜袋鼠盤看待記憶體大週期後市後續機會

歡迎各大廠商私訊、來信洽談合作機會

袋鼠盤勢看待記憶體大週期後市後續機會

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49min
November 13, 2025 EP30｜居然30集了台灣記憶體IP/代工受惠者營收不如預期如何解讀

歡迎各大廠商私訊、來信洽談合作機會

居然30集了，堅持真的是件很酷的事情台灣記憶體IP/代工受惠者營收不如預期如何解讀

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36min
November 10, 2025 EP29｜搬入辦公室囉~欣興法說會解讀群聯潘12怎麼講

歡迎各大廠商私訊、來信洽談合作機會

搬入辦公室囉~欣興法說會關注重點群聯要注意什麼

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33min
November 06, 2025 EP28｜如何判斷恐慌交易心態華邦Damnnnn

歡迎各大廠商私訊、來信洽談合作機會

如何判斷恐慌交易心態調整華邦電後市如何看待

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39min
November 03, 2025 EP27｜心態調適 CSP財報解讀以及相關供應鏈

歡迎各大廠商私訊、來信洽談合作機會

心態持續調適~只有最適合沒有最好 CSP財報解讀以及相關供應鏈

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31min
October 30, 2025 EP26｜慶葛生日快樂如何解讀記憶體封測廠旺宏法(說)會

歡迎各大廠商私訊、來信洽談合作機會

長慶葛生日快樂~如何解讀記憶體封測廠旺宏為何會變成法會

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36min
October 27, 2025 EP25｜聲音有調大小心服用安世半導體後續記憶體產品漲到哪

歡迎各大廠商私訊、來信洽談合作機會

聲音有調大小心服用~安世半導體後續如何看待?記憶體產品漲到哪

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31min

FAQs about 股海飯桶WilsonRice:

How many episodes does 股海飯桶WilsonRice have?

The podcast currently has 34 episodes available.