
金像電獲得大客戶亞馬遜參與私募,亞馬遜認購185萬6308股,認購價為每股856元,為參考價1070元的80%。私募規模15.89億元,占第2季股本0.36%。公司董事會同時核准79億元資本支出預算,預計自第四季起投資,以應對雲端服務供應商資本支出擴大帶來的算力需求提升。
AI-generated summary
金像電為PCB大廠,為亞馬遜等雲端服務供應商提供ASIC伺服器板。隨著AI運算需求增加,雲端廠商資本支出擴大,對PCB板規格與產品種類提出更高要求。
金像電獲得大客戶亞馬遜參與私募。(公司提供)
〔記者卓怡君/台北報導〕PCB大廠金像電(2368)獲得大客戶亞馬遜(Amazon)參與公司私募案,亞馬遜認購私募股數為185萬6308股,成為策略性投資人,金像電表示,此次私募案每股1070元為參考價格,經綜合考量後,將實際私募股票之每股認購價格訂為856元,為參考價格之80%。法人解讀,亞馬遜的入股象徵與金像電雙方進一步綁定合作關係,不過金像電早盤股價一度殺低重挫4.46%,隨後出現買盤進場急拉,股價上沖下洗振幅高達8.04%。
金像電訂出的私募價為法規的最低折價,截至10:42分左右,金像電股價在平盤附近震盪,平盤價為1120元,成交量逾1.4萬張,較昨日全天成交量8818張大增。
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美系外資分析,亞馬遜參與金像電私募案,強化彼此關係,緩解外界對金像電取得下一世代產品訂單的疑慮,此次私募規模為15.89億元、占金像電第2季股本的0.36%,此外,金像電董事會核准總金額79億元的資本支出預算案,預計自第4季起陸續進行投資,金像電作為既有ASIC伺服器板的生產廠商,隨著CSP(雲端服務供應商)未來資本支出逐步放大,對算力的要求也直接提升PCB板規格與產品種類,金像電勢必增加資本支出以維持產業競爭力,新產品、新業務、新產能將持續挹注金像電2027年的營運。
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AI outlook — possibilities, not facts
金像電將自2025年第四季起陸續執行79億元資本支出計畫
Likely · Within months
隨著CSP資本支出放大,金像電將增加產能以應對算力需求提升
Likely · Within months

The International Monetary Fund (IMF) released the "Staff Report of the Macau Special Administrative Region Article IV Consultation Mission in 2026" on September 29, predicting that Macau's economy will maintain solid growth. The report pointed out that despite the impact of external adverse factors, Macau's economy has remained resilient, with the number of inbound tourists exceeding pre-epidemic levels, inflation being moderate, and the labor market generally stable. A delegation of IMF experts visited Macau from July 14 to 23 for Article 4 consultations and put forward policy recommendations, including using appropriate fiscal policies to boost internal demand, respond to population aging, use digitalization and artificial intelligence to increase productivity, improve the business environment, and increase investment in climate change infrastructure to improve climate resilience. The next round of consultations will be conducted on a 24-month cycle.
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HSBC announced its stablecoin offering named HSBC RedCoin, set to launch before year-end via its PayMe app and Hong Kong mobile banking app, targeting over 3.3 million users; a customer survey showed 74% recognized at least one use case for stablecoins, with digital asset trading being the most cited at 57%.

U.S. President Trump will unveil South Korea's investment plan of about $200 billion in the United States in the Oval Office on Wednesday, including $54 billion for the long-stalled Alaska natural gas export project, people familiar with the matter said. The plan aims to export natural gas to Asia. Affected by the conflict in the Middle East, global LNG supply has been blocked, and Asian buyers are facing the risk of price fluctuations. Private enterprise Glenfarne Group is responsible for the LNG project and has signed a preliminary agreement with the importer but has not yet made a final investment decision. Alaska Republican Senator Sullivan and others will participate in the announcement ceremony.

The stock price of Dazhong Holdings (3701) rose strongly to the daily limit of 45.9 yuan today, with a trading volume of 4,434 contracts. It stood above the 5-day, 10-day and 20-day moving averages during the session. The market is paying attention to its green energy and smart energy layout, including cooperation with Taiwan Mobile and Jieyuan Energy to build 5G AI smart geothermal power plants, and subsidiary PRO3C to establish a cross-border operating structure through Malaysian manufacturing capabilities to serve ASEAN and global customers. Consolidated revenue in August was 820 million yuan, an annual increase of 6.46%.

Affected by the continuous overselling of investment information, the share price of Zhibang (2345) fell to 1,770 yuan in intraday trading today, a new low since April 11. As of 11:21, it was trading at 1,780 yuan, down 30 yuan, or 1.66%. Since August 15, Investment Credit has only been overbought on three trading days, and oversold on the rest, with a total of over 12,100 contracts sold. Although Zhibang benefited from the momentum of large customer T3's purchase of goods, with revenue reaching 80.342 billion yuan from July to August, an annual increase of 61.86%, short-term funding pressure still dominates the stock price trend.