About this ebook
金控回勇 5G FWA發威
創意法說後開盤躺平引爆AI股資金排擠效應，AI指標股相繼不支倒地，資金尋找新出路，第四季有機會轉盈的面板股、十年磨一劍開始收割的生技股，都有資金轉進的跡象。而防疫險理賠利空出盡、坐享匯兌收益與升息利差的金控股，六月開始獲利大爆發，下半年將更上層樓，外資已開始布局。另外，基本面不錯又是產業新趨勢的5G固定無線接取(FWA)網通概念股也開始發威，而搶得美國大寬頻基建的台廠受惠股，最值得留意。
更多精采內容
◆啟碁成長加速挑戰千億營收
◆英特爾與超微的AI晶片報佳音 就等輝達的好消息
◆升息下半場 債券投資停看聽
◆中磊 全球領先的電信和寬頻設備製造商
◆面板報價上揚 面板雙虎蓄勢待發
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