SoundOn]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8https://files.soundon.fm/1773846001042-a4421ee4-e6db-4e18-92a3-938a3ff97334.jpeghttps://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8SoundOnFri, 22 May 2026 15:20:03 GMT6ce19566-b9ae-4ae1-b086-2e5f288d09f86ce19566-b9ae-4ae1-b086-2e5f288d09f8no2026-03-18T15:04:08.499Z2026-05-12T13:26:04.694ZfalsefalseEpisodicnonoSoundOn]]>noSoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/4a31e99a-1349-4af1-a69d-3adaea4a77cc4a31e99a-1349-4af1-a69d-3adaea4a77ccFri, 22 May 2026 14:08:48 GMT
輝達、AMD 台股今年目標價
BBU 被動元件
萬股齊漲

各位新竹有推薦的男士理髮廳嗎?
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]]>4a31e99a-1349-4af1-a69d-3adaea4a77cc2026-05-22T14:10:44.668Z2026-05-22T15:07:39.290ZpublicSoundOn ]]>Fullno1781SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/a956cbbd-1fc1-429c-8935-371c4770ce69a956cbbd-1fc1-429c-8935-371c4770ce69Sat, 16 May 2026 08:03:40 GMT
默默的來到20集了…
修正發生記得要跑，不要留下來洗碗
然後珍惜身旁會跟你講標地的人…


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]]>a956cbbd-1fc1-429c-8935-371c4770ce692026-05-16T08:08:57.064Z2026-05-16T21:26:59.714ZpublicSoundOn ]]>Fullno1677SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/cac33369-69f6-458a-97bd-4b22f3ce4d7fcac33369-69f6-458a-97bd-4b22f3ce4d7fFri, 08 May 2026 13:03:26 GMT
先祝大家 母親節快樂!
出社會工作後第一次體會到社會黑暗
對於那位粉絲 我很抱歉…XD

CCL玻籤布概況, 散熱健策想法, 被動元件與台表科 (SMT廠商)關係
群聯超讚，

忘記講台股軍工無人機裂開….
有感覺到我的節目越來越有知識量 好開心!
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]]>cac33369-69f6-458a-97bd-4b22f3ce4d7f2026-05-08T13:08:01.773Z2026-05-08T21:51:41.377ZpublicSoundOn ]]>Fullno1948SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/68678428-422d-46d3-abda-13d07de38f5f68678428-422d-46d3-abda-13d07de38f5fFri, 01 May 2026 10:09:06 GMT
第一次用手機 錄音&上傳😀

鈦昇那邊我講很爛

以下說明：
目前EMIB T+organic substrate
鈦昇在後段封裝受惠(Laser

未來EMIB + glass substrate
鈦昇TGV

低軌衛星、記憶體、鑽針
希望績效持續爆射囉
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]]>68678428-422d-46d3-abda-13d07de38f5f2026-05-01T10:16:24.956Z2026-05-08T07:38:31.540ZpublicSoundOn ]]>Fullno2060SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/15d87050-0d54-43a3-9eb3-8852b5e83a7515d87050-0d54-43a3-9eb3-8852b5e83a75Sat, 25 Apr 2026 06:13:51 GMT
我已簽聯發科道歉信
玻璃Substrate鑽孔
被動元件 鑽針
低軌衛星怎麼看
行情超級好!
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]]>15d87050-0d54-43a3-9eb3-8852b5e83a752026-04-25T06:15:44.183Z2026-04-25T21:36:02.231ZpublicSoundOn ]]>Fullno2617SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/0423ca68-8b2c-44af-86ae-57bd6718ce480423ca68-8b2c-44af-86ae-57bd6718ce48Sat, 18 Apr 2026 05:57:41 GMT
廠務的好日子要來了嗎
Q2 根本板子的天下吧
謹慎前進 市場好熱
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]]>0423ca68-8b2c-44af-86ae-57bd6718ce482026-04-18T06:03:31.617Z2026-04-18T21:30:22.543ZpublicSoundOn ]]>Fullno2241SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/02a16a94-2942-4d12-9077-d33d96f0506302a16a94-2942-4d12-9077-d33d96f05063Sat, 11 Apr 2026 05:43:58 GMT
被當棋子了唄

轉多操作
Rubin供應鏈、廠務 有如期走出去
看好群聯
這個月操作都在賣飛
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]]>02a16a94-2942-4d12-9077-d33d96f050632026-04-11T05:46:28.093Z2026-04-11T21:32:02.655ZpublicSoundOn ]]>Fullno1908SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/627a7517-088a-4dd1-ab91-8dc4f4eb50f9627a7517-088a-4dd1-ab91-8dc4f4eb50f9Fri, 03 Apr 2026 14:10:27 GMT
這集
我直接站起來道歉
Marvell、LITE
當然還有我們的6664
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]]>627a7517-088a-4dd1-ab91-8dc4f4eb50f92026-04-03T14:14:54.592Z2026-04-03T21:28:32.925ZpublicSoundOn ]]>Fullno1618SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/7b7991db-ec20-4ea1-b126-af6a5803e3cb7b7991db-ec20-4ea1-b126-af6a5803e3cbSat, 28 Mar 2026 06:00:01 GMT
美股持續狗崩 廠務到底
Q1檢討 近期成長
.
.
.
.
喝酒 Bad

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]]>7b7991db-ec20-4ea1-b126-af6a5803e3cb2026-03-28T06:04:19.230Z2026-03-28T21:36:47.411ZpublicSoundOn ]]>Fullno1986SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/9723cf01-51ba-4bc6-8267-f9414843f1be9723cf01-51ba-4bc6-8267-f9414843f1beSat, 21 Mar 2026 09:16:51 GMT
抱歉! 今天第一次用SounOn 上傳
所以比較晚

目前盤勢概況
依舊聚焦油價問題
聯發科、群創、美光
我忘記講被動元件…
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]]>9723cf01-51ba-4bc6-8267-f9414843f1be2026-03-21T09:17:37.851Z2026-03-28T06:15:34.906ZpublicSoundOn ]]>Fullno1982SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/85417f52-02a5-45cb-9ec8-ab0bf251201e85417f52-02a5-45cb-9ec8-ab0bf251201eSat, 14 Mar 2026 15:27:15 GMT
盤面波動太大 建議不要槓桿
這週發現的Story
後續戰爭發展方向
油價依然是關鍵
--
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]]>85417f52-02a5-45cb-9ec8-ab0bf251201e2026-03-18T15:27:43.960Z2026-03-28T06:15:51.003ZpublicSoundOn ]]>Fullno2051SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/b4cd2ce1-b04f-43c3-8542-96679c903599b4cd2ce1-b04f-43c3-8542-96679c903599Fri, 06 Mar 2026 15:25:10 GMT
這次講太開心，忘記講好多東西= =
Marvell 財報
高油價越久 傷害越大
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]]>b4cd2ce1-b04f-43c3-8542-96679c9035992026-03-18T15:25:31.219Z2026-03-28T06:16:04.714ZpublicSoundOn ]]>Fullno1751SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/df71eec9-b975-43ae-a08e-b0360b3d8d46df71eec9-b975-43ae-a08e-b0360b3d8d46Fri, 27 Feb 2026 15:24:48 GMT
ABF載板
廠務操作
新的缺料機會
低軌衛星操作
題材好多….
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]]>df71eec9-b975-43ae-a08e-b0360b3d8d462026-03-18T15:25:07.458Z2026-03-28T06:16:18.209ZpublicSoundOn ]]>Fullno2159SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/3f34dfa0-1492-4dcc-9931-4c5e88eb0b1d3f34dfa0-1492-4dcc-9931-4c5e88eb0b1dSat, 14 Feb 2026 15:24:21 GMT
預祝 馬年行大運 馬上賺爛
這集輕鬆一下
留倉過年?
AMZN 支出高是好事
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]]>3f34dfa0-1492-4dcc-9931-4c5e88eb0b1d2026-03-18T15:24:41.737Z2026-03-28T06:16:33.244ZpublicSoundOn ]]>Fullno1827SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/6dfa6b3b-19ce-46f7-9951-dc2bffc056dd6dfa6b3b-19ce-46f7-9951-dc2bffc056ddSat, 07 Feb 2026 15:23:40 GMT
快過年了 多陪陪家人

ABF上游材料分析
世界法說
發哥有點謎啊~
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]]>6dfa6b3b-19ce-46f7-9951-dc2bffc056dd2026-03-18T15:24:11.888Z2026-04-03T14:15:57.204ZpublicSoundOn ]]>Fullno1681SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/85629017-8c31-4d46-83b8-41223cee05a585629017-8c31-4d46-83b8-41223cee05a5Sat, 31 Jan 2026 15:13:40 GMT
這集想講的事情太多，反而有點亂的感覺
認真在考慮以後週更兩集

水肺潛水
淺談旺宏法說
MCU概況
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]]>85629017-8c31-4d46-83b8-41223cee05a52026-03-18T15:15:31.631Z2026-04-03T14:16:18.857ZpublicSoundOn ]]>Fullno1851SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/2a5e04e6-187b-43c9-83b7-44ba4a21aa122a5e04e6-187b-43c9-83b7-44ba4a21aa12Sat, 24 Jan 2026 15:12:19 GMT
大家是不打算放年假了吧~!@#$%^&
聯發科漲停一定有內鬼XD
低軌衛星大爆發
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]]>2a5e04e6-187b-43c9-83b7-44ba4a21aa122026-03-18T15:13:27.976Z2026-04-03T14:16:38.880ZpublicSoundOn ]]>Fullno1772SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/438e9fc5-d7bf-4a21-ab88-2470d07cc703438e9fc5-d7bf-4a21-ab88-2470d07cc703Tue, 20 Jan 2026 15:12:08 GMT
淺談台積電法說
呼應上週提到的重電
Podcast適應期
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]]>438e9fc5-d7bf-4a21-ab88-2470d07cc7032026-03-18T15:12:14.806Z2026-03-21T21:23:33.790ZpublicSoundOn ]]>Fullno1789SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/437bb0ec-220b-4907-befe-ec4d73bc151c437bb0ec-220b-4907-befe-ec4d73bc151cSun, 11 Jan 2026 15:10:43 GMT
放過我的記憶體
台積法說高歌離席
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]]>437bb0ec-220b-4907-befe-ec4d73bc151c2026-03-18T15:10:52.972Z2026-03-21T21:23:36.161ZpublicSoundOn ]]>Fullno1804SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/4f2f8658-06e0-465b-9b56-838ca8ea5f3f4f2f8658-06e0-465b-9b56-838ca8ea5f3fSun, 04 Jan 2026 15:06:12 GMT
祝大家新年快樂!
希望2026績效大爆發
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]]>4f2f8658-06e0-465b-9b56-838ca8ea5f3f2026-03-18T15:06:20.297Z2026-03-21T21:23:33.451ZpublicSoundOn ]]>Fullno1938SoundOn ]]>https://player.soundon.fm/p/6ce19566-b9ae-4ae1-b086-2e5f288d09f8/episodes/2e37e58f-d0a4-4a35-9943-aeab82e1f1dd2e37e58f-d0a4-4a35-9943-aeab82e1f1ddSat, 27 Dec 2025 15:05:30 GMT
這是我的第一集 Podcast! 錄製時間為 2025/12/27
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]]>2e37e58f-d0a4-4a35-9943-aeab82e1f1dd2026-03-18T15:05:37.470Z2026-03-21T21:23:32.765ZpublicSoundOn ]]>Fullno1878