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Back焦點股》緯創：重挫6％ 電子五哥皆墨
焦點股》緯創：重挫6％ 電子五哥皆墨
BREAKING
自由时报1 hour agoBusiness1 min readChinaView translation

焦點股》緯創：重挫6％ 電子五哥皆墨

加權指數緯創仁寶

Quick Look

受美股四大指數重挫影響，台股加權指數盤中一度狂瀉1600點，AI代工族群電子五哥股價皆墨，緯創盤中跌逾6%失守180元關卡，仁寶、和碩、廣達、英業達亦同步下跌，法人認為基本面穩定但短期股價可能受地緣政治、通膨與美國利率政策不確定性影響。

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Why It Matters

受美股四大指數重挫影響，亞股今日開盤跳水，加權指數盤中一度狂瀉1600點，AI代工族群電子五哥股價皆墨。

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今日加權指數盤中一度狂瀉1600點，AI代工族群股價皆墨，緯創盤中跌逾6%。（資料照）

〔記者方韋傑／台北報導〕受到美股四大指數重挫影響，亞股今日開盤跳水，加權指數盤中一度狂瀉1600點，AI代工族群股價皆墨，電子五哥受到賣單調節，其中緯創（3231）盤中跌幅最深，失守180元關卡，截至上午11時16分暫報175元，跌幅6.42%，成交量5萬6218張。

此外，同一時間英業達（2356）暫報56.5元，跌幅3.09%，成交量9326張；仁寶（2324）暫報36元，跌幅2.7%，成交量1萬6322張；和碩（4938）暫報97.5元，跌幅2.5%，成交量9321張；廣達（2382）暫報315.5元，跌幅2.32%，成交量7728張。

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法人認為，電子五哥第三季營收皆優於第二季，在AI產業下游需求未減、輝達（NVIDIA）新世代Vera Rubin伺服器逐步上量的情況下，第四季營運可望持續呈現季增，短期股價表現則可能承受地緣政治局勢、通貨膨脹與美國利率政策調整等不確定性因素衝擊，但基本面相對穩定。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 電子五哥第四季營運將持續季增

    Likely · Within months

Open Questions

  • 美國利率政策將如何調整？
  • 地緣政治局勢將如何發展？
  • 輝達Vera Rubin伺服器的實際出貨量何時能達到預期？

Related Topics

加權指數
People方韋傑
Organizations緯創仁寶和碩廣達
Places台北台灣
Topics緯創仁寶和碩廣達英業達電子五哥
This article was originally published by 自由时报.

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