蘋概股大翻身? 臻鼎、華通、大立光為何不一樣了？【好股在於晨】
Published June 12, 2026
Views 10.3K | Likes 624 | Comments 71
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Siri AI來了！WWDC誰最受惠? 蘋概股華麗轉身變AI股！ WWDC結束後，市場焦點不只是Siri AI，更重要的是，蘋果供應鏈正在發生結構性改變。 從大立光布局CPO、華通切入低軌衛星與光通訊、到臻鼎受惠摺疊機與載板需求，過去大家熟悉的老蘋概股，早已不是只有iPhone題材。 當蘋果比重下降，新事業開始接棒成長，這些公司可能不再只是蘋概股。 00:00 WWDC與Siri AI重大升級 01:34 WWDC三大重點整理 02:18 iPhone 18與摺疊機新亮點 03:28 為什麼蘋概股開始受到資金關注 09:44 Computex觀察到的大立光布局 歡迎加入於晨的Line@好友 有每日免費盤勢操作心法參…
- Published
- June 12, 2026
- Made for kids
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