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Back焦點股》緯創:電子五哥皆墨 買盤進場抄底
焦點股》緯創:電子五哥皆墨 買盤進場抄底
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自由时报26 minutes agoBusiness2 min readChinaView translation

焦點股》緯創:電子五哥皆墨 買盤進場抄底

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美股四大指數重挫拖累台灣加權指數開盤暴跌超過3000點,電子五哥集體領跌,緯創曾觸及跌停價152元,廣達、英業達、和碩、仁寶均跌幅超過6%,但買盤逢低進場使跌勢略微收斂,法人看好第三季財報表現強勁。

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Why It Matters

美股四大指數重挫,台灣加權指數開盤暴跌超過3000點,電子五哥無一倖免,但買盤逢低進場使跌勢收斂。法人認為電子五哥對下游AI伺服器需求看法未變,訂單動能強勁,第三季財報可能創單季最強表現。

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目前電子五哥對於下游AI伺服器需求並未改變看法,訂單動能仍然維持強勁狀態。(資料照)

〔記者方韋傑/台北報導〕美股四大指數血流成河,台灣加權指數今日在科技股領跌之下,開盤重挫超過3000點,電子五哥無一倖免,所幸買盤逢低進場,讓股價跌勢些微收斂,其中緯創(3231)一度觸及跌停價152元,截至上午9時17分暫報155元,跌幅8.01%,成交量1萬3435張。

同一時間,廣達(2382)暫報280元,跌幅6.67%,成交量7321張;英業達(2356)暫報50.7元,跌幅7.82%,成交量9897張;和碩(4938)暫報88.9元,跌幅8.54%,成交量3911張;仁寶(2324)暫報29.85元,跌幅8.01%,成交量1萬8101張。

目前電子五哥對於下游AI伺服器需求並未改變看法,訂單動能仍然維持強勁狀態,法人看好不少業者第三季財報皆將開出單季最強表現,第四季也有望再創新高,不過,隨著民主黨在美國期中選舉取得全面勝利,市場短期仍將因為AI基建進度可能放緩,出現濃厚避險情緒。

What to Watch

AI outlook — possibilities, not facts

  • 電子五哥第三季財報將創單季最強表現,第四季有望再創新高

    Likely · Within months

Open Questions

  • 美股重挫的具體原因是什麼?
  • 電子五哥第三季財報的具體數字預期是多少?
  • 美國期中選舉結果對AI基建進度的具體影響如何?

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This article was originally published by 自由时报.

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