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Back焦點股》聯發科:國安基金首選股!買盤先卡位
焦點股》聯發科:國安基金首選股!買盤先卡位
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自由时报40 minutes agoBusiness2 min readChinaView translation

焦點股》聯發科:國安基金首選股!買盤先卡位

股價早盤大漲近5%,重回5日線,暫報3540元

Quick Look

美國民主黨期中選舉大勝後有意推出AI禁令導致台股股災,國安基金自今日起展開史上第十次護盤,聯發科成為護盤首選股,股價連兩日表現強勢,早盤大漲近5%重回5日線,暫報3540元。

AI-generated summary

Why It Matters

美國民主黨期中選舉大勝後有意推出AI禁令,導致台股股災,國安基金自今日起展開史上第十次護盤。

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〔記者卓怡君/台北報導〕因美國民主黨期中選舉大勝後有意推出AI禁令,台股遭逢股災,國安基金自今日起展開史上第十次護盤,IC設計龍頭聯發科(2454)為國安基金護盤首選股,股價連兩日表現堪稱最強權值股,繼上週五從跌停急拉至平盤左右後,今日早盤股價再強彈,大漲近5%,重回5日線。

截至9:15分左右,聯發科股價上漲4.42%,暫報3540元,成交量逾3337張。

聯發科副董事長暨執行長蔡力行上週喊話請投資人買股,蔡力行表示,聯發科未來展望仍然非常樂觀,聯發科累計已發放股息超過270億美元,過去25年股東報酬成長163倍,聯發科年複合成長率達22%,「請大家買聯發科股票」,但投資人一定要有耐心,報酬一定會相當驚人。

聯發科直到2028年展望相當樂觀,聯發科表示,首款AI ASIC加速器已於9月開始小量出貨,第四季貢獻25億美元營收,於2027年達到約160億美元,約占整體AI ASIC市占率的20%,為該公司目標的上緣,至於第二個AI加速器ASIC專案開發進展順利,持續朝2028年第一季量產目標推進,同時也已拿下第二家ASIC客戶,預計2028年開始貢獻營收,受惠ASIC專案帶動,2027~2028年營收成長相當強勁。

What to Watch

AI outlook — possibilities, not facts

  • 聯發科第二個AI加速器ASIC專案將於2028年第一季量產並開始貢獻營收

    Likely · Within months

Open Questions

  • 國安基金護盤的具體規模與持續時間
  • 聯發科AI ASIC加速器的具體客戶名單
  • 台股整體股災後的恢復情況

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