台積電創新高， 但真正一起動的，不只有 2330。 當台積電「真的擴廠」， 資金會順著供應鏈往外流。 這一集幫你一次看懂 四大護法各自扮演的角色： ・廠務工程：先進場、先接單 漢唐、亞翔 ・環境系統：製程越難，價值越高 帆宣 ・先進材料：CoWoS 帶動重新評價 長興 ・載板／PCB：AI 算得快，底層一定升級 欣興、金像電 看懂結構，比追題材重要。 #台積電 #台股 #半導體 #供應鏈 #股市觀察 | 江兆為
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