康樂股漲’s Substack
康樂股漲 日股筆記 Japanese Stock Note康樂股漲是CIIA國際投資分析師，同時擁有多張金融相關執照，金融工作是我的專業，研究日股是我的熱愛與喜好！（台灣唯一專談日股的粉專） 日本株ノート/Japanese Stock Note 日股東證市值亞洲第一\ud83c\uddef\ud83c\uddf5 \ud83c\udf89康樂股漲 帶你發現日本好公司\ud83c\udf89 YT頻道:https://www.youtube.com/@acitvitystockshow 合作邀約信箱\ud83d\[email protected] 我們FB粉專會比較即時 歡迎Substack的朋友來追蹤我們的FB粉專喔!
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 149 | Founded | a year ago | Last Issue | 10 days ago |
| Active | Language |  ZH-TW | |||
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activitystockshow.substack.comLatest Issues
做味精的、做馬桶的、洗臉的…居然也是台積電跟 AI 晶片的供應商？！
做味精的、做馬桶的、洗臉的…居然也是台積電跟 AI 晶片的供應商？！
你敢相信嗎？日本TOTO 馬桶竟然打進了最核心的 HBM 供應鏈；廚房必備的味之素（Ajinomoto），居然壟斷了全球 AI 載版最關鍵的 ABF 絕緣材料！連每天用的「花王」都變成台積電的特化供應鏈！
日股今年狂漲，不是短線泡沫，想知道 CIIA 投資分析師，究竟在默默佈局哪些潛力日股嗎？
康樂股漲的「日股奇妙冒險」： 不用把投資日股想得太難，書中帶你用全新視野發現日本好公司！你天天吃、天天用、...
康樂股漲IN財經周日趴
恭喜學藝股漲追星成功！
能見到沁宜女神而且我們的日幣扇、美金扇還被女神認證喜歡
真的太令人開心了！
謝謝邱沁宜女神的關照！康樂股漲在節目上分享了，去日本玩還能順便賺日幣回來的秘訣，超級有料 超級實用！
大家一定要調好鬧鐘、準時鎖定，一起來幫最棒的康樂股漲加油應援喔！
節目播出資訊
播出時間： 本週日7/5 16:00
播出頻道： 民視
日股市場瘋漲 可以投資嗎? 康樂股漲 專訪節目
康樂股漲 專訪節目
財經一路發
理財生活通
理財資優生
沒有這幾家日本公司，全球半導體直接癱瘓？！日本半導體最強龍頭
沒有這幾家日本公司，全球半導體直接癱瘓？！
台股今天震盪，但你知道嗎？最新數據已經炸開！
日本晶片設備前 5 個月默默捲走 2.3 兆日圓
年增狂飆 17.9%，徹底解除捆龍鎖！
快閃記憶體黑馬， 18 個月內股價瘋狂暴漲 60 倍，直接登頂日股市值龍頭！
台積電的全球優選供應商名單裡，日本企業直接霸佔超過 50%！
想看完整的「台積電優選供應商名單」與這波日本記憶體龍頭的詳細筆記嗎？
立即在下方留言【優選+1】 康樂股漲筆記一鍵自動私訊傳送給你！
想了解更...
全球 IC 載板技術龍頭 日本載板大廠揖斐電
日本載板大廠揖斐電（Ibiden，東證代號 4062）在玻璃核心基板（Glass Core Substrate, GCS）的研發與供應鏈卡位上，近期因應台積電在先進封裝路線圖的公開，有了極為明確的生態圈分工，這項技術在台積電最新的 CoPoS（Chip-on-Panel-on-Substrate） 封裝技術體系中，被定位為決定下一代 AI 晶片能否順利量產的關鍵「oS（玻璃核心基板）」組件
玻璃核心基板，本質上是一個「三層夾心」的複合結構：中央為高純度的玻璃核心，上下兩面...
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康樂股漲是CIIA國際投資分析師，同時擁有多張金融相關執照，金融工作是我的專業，研究日股是我的熱愛與喜好！ \ud83c\udf89康樂股漲 日股筆記 帶你發現日本好公司\ud83c\udf89 ✮本粉專沒有LINE群組 不加好友 沒有個人頁面✮ 合作邀約信箱：[email protected] YT頻道:https://www.youtube.com/@acitvitystockshow 即時資訊會在FB粉專發佈，歡迎大家追蹤康樂股漲 日股筆記
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