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Back華星光9月獲利年增1.1倍 今日鎖死漲停588元
華星光9月獲利年增1.1倍  今日鎖死漲停588元
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自由时报1 hour agoBusiness1 min readChinaView translation

華星光9月獲利年增1.1倍 今日鎖死漲停588元

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光通訊廠華星光公布9月自結財務資訊,單月營收5.75億元,年增98.28%,稅後淨利1.03億元,每股稅後盈餘0.72元。累計前三季每股獲利5.19元,直逼去年全年水準。

AI-generated summary

Why It Matters

華星光公布9月自結財務資訊,單月營收與獲利均呈倍數成長。

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光通訊廠華星光(4979)公布9月自結財務資訊,單月營業收入5.75億元,年增加 98.28%、月增 5.29%,稅後淨利1.03億元,較去年同期增加 110.20%,每股稅後盈餘0.72元。

華星光累計7-8月EPS 1.56元,加上9月獲利,第三季EPS2.28元,較第二季1.29元增加76%,累計前三季每股獲利5.19元,直逼去年EPS 5.43元。

市場法人指出,AI資料中心高速傳輸需求持續增溫,華星光下半年在DCI(資料中心互連)新產品、CW Laser(連續波雷射)及EML(電吸收調變雷射)放量帶動下,營運優於上半年,明年則延續今年下半年成長動能,且在800G模組爆炸性成長、1.6T產品開發推進、新產能擴充帶動下,營收有機會呈現跳躍式成長,目前訂單能見度看到2028年。

華星光今日開高走高,盤中攻上漲停588元,並一路鎖到尾盤,站上所有均線以上,終場成交量逾1萬張,漲停委買張數逾70張。

What to Watch

AI outlook — possibilities, not facts

  • 營收有望呈現跳躍式成長

    Likely · Within months

Open Questions

  • 未來新產能擴充的具體時程為何?
  • 1.6T產品開發的實際貢獻時間點?

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