Quick Look
受輝達執行長黃仁勳讚譽光通訊廠邁威爾（Marvell）將是下一家「兆美元級企業」，激勵美股光通訊類股飛漲，台股光通訊族群今日也表現亮麗，聯亞（3081）開高後隨即攻上漲停2830元。
AI-generated summary
Why It Matters
Nvidia CEO Jensen Huang praised Marvell, a fiber optics company, as a potential 'trillion-dollar company.' This statement led to a surge in Marvell's stock and other optical communications stocks in the US market. Consequently, Taiwanese optical communications stocks also saw significant gains.
聯亞亮燈漲停。（擷取官網）
〔記者王憶紅／台北報導〕輝達（Nvidia）執行長黃仁勳讚譽光通訊廠邁威爾（Marvell）將是下一家「兆美元級企業」，帶動邁威爾股價暴衝逾30%，美股光通訊類股也同步飛漲，台股光通訊族群今日也表現亮麗，聯亞（3081）開高後隨即攻上漲停2830元，截至9:10分，成交量971張、漲停委買張數逾482張。
聯亞第一季財報三率三升，市場法人指出，聯亞第二季營收可望季增雙位數，且在與Sumitomo簽5年長約綁定磷化銦（InP）供給下，預期能支撐接下來的營運表現；另外，聯亞已宣布增加資本支出，以及預期未來可能再上調1–2次，顯示明後年展望持續轉強，動能來自新客戶導入、SiPh設計升級至1.6T／3.2T、製程由2/3吋轉至4/6吋，以及潛在CPO產品。
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
聯亞's second-quarter revenue will increase by double digits quarter-over-quarter.
Very likely · Within months
聯亞's operational performance will be supported by the 5-year contract with Sumitomo.
Very likely · Within years
聯亞's outlook for the next two years will continue to strengthen.
Likely · Within years
Open Questions
- What specific factors led Nvidia's CEO to praise Marvell so highly?
- What is the exact nature of the long-term contract between 聯亞 and Sumitomo?
- What are the specific new clients that 聯亞 is introducing?
- What are the details of the 1.6T/3.2T SiPh design upgrade and the 2/3-inch to 4/6-inch process transition?
