About this episode
為何近期車用 AM 廠的表現能夠優於整體產業，為何同為衛星通訊相關的廠商，台揚與昇達科近期股價卻兩樣情？
▍進口關稅 vs. 車用 AM 廠
00:40 討論汽車板金廠為何近期表現亮眼，以及川普可能針對台灣關稅做出行動。
03:10 若台灣降低對美國進口車關稅會造成哪些影響？
06:12 討論汽車板金&AM 廠在漲什麼？
▍衛星通訊命運大不同
12:27 討論為何同為衛星通訊相關的廠商，台揚與昇達科近期股價卻兩樣情？
21:21 為何衛星產業鏈與終端客戶關係，比起其他產業特別緊密？
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