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理財周刊1252期：蘋概股大覺醒
蘋果最先製造出智慧手機，對於智慧手機的軟硬體整合及生態系應用，一直技冠群雄，三星與中國AI手機市占雖暫時領先，但以蘋果研發實力及十億粉絲的影響力，iPhome16問世可能會引爆AI手機換機潮。另一方面，台積電CoWos大動作購廠擴產，進入高階封裝一條龍生產，加速滿足客戶需求。而全球化布局的台積電營運模式再進化，從整併高階晶片生產，到先進封裝一條龍式供應體系，將開啟獲利...
請看《理財周刊》1252期更多精采內容：
◆ iPhone變AI Phone 蘋概股大覺醒
◆ 台積電CoWoS擴產大動作
◆ 供應輝達GB200產能 導軌廠北美擴產
◆ AI的泡沫尚遠 伺服器市場版圖重組
◆ 美國經濟衰退成隱憂？動盪格局下如何自保？
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