08/31/2024, 10:28 AM UTC
特化概念股在涨什么题材? 打入CoWoS年获利上调Specialty Chemical Stocks Surge: CoWoS Integration Boosts Annual Profits
➀ 台湾特化行业预计将从台积电的扩张中受益,当地供应商对材料的需求增加。➁ 南宝、三福化等公司已报告强劲的盈利,预计更多公司将跟进。➂ 打入台积电的CoWoS先进封装流程将进一步提高这些公司的利润,预计未来两年的EPS将显著增加。➀ Taiwan's specialty chemical sector is expected to benefit from TSMC's expansion, with local suppliers seeing increased demand for materials. ➁ Companies like Nan Pao, Sunlux, and Jie Liu Fa have already reported strong earnings, with more expected to follow. ➂ The integration into TSMC's CoWoS advanced packaging process is set to further boost these companies' profits, with estimates showing significant EPS increases for the next two years.
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