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Back頎邦股價飆漲逾9% 受惠漲價效益與矽光子新業務
頎邦股價飆漲逾9% 受惠漲價效益與矽光子新業務
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自由时报1 hour agoBusiness1 min readChinaView translation

頎邦股價飆漲逾9% 受惠漲價效益與矽光子新業務

封測大廠頎邦受惠光通訊題材發酵、毛利率回溫,今日股價開高走高,早盤一度飆漲超過9%。

Quick Look

封測大廠頎邦受惠漲價效益發酵與矽光子新業務挹注,第2季毛利率回升至30.3%,吸引三大法人買超。今日早盤股價一度飆漲超過9%,站上206.5元。

AI-generated summary

Why It Matters

頎邦第2季毛利率回升至30.3%,手握逾30個光通訊專案。

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封測大廠頎邦(6147)受惠光通訊題材持續發酵,加上基本面轉佳,毛利率回溫,外資昨日大買,在市場資金湧入下,今(15)日股價開高走高,早盤一度飆漲超過9%,站上206.5元,截至上午10時9分,仍大漲8.2%,暫報204.5元,成交量4.4萬張。

三大法人昨均反手轉站買方,外資買超7285張、投信買超1436張,自營商也買超393張,三大法人合計買超9114張。

頎邦受惠漲價效益發酵,加上矽光子新業務挹注,第2季毛利率回升至30.3%,季增6.85個百分點,優於市場預期,目前手握逾30個光通訊專案,並加速布局線性可插拔光學(LPO)技術,法人看好,頎邦第3季光通訊業務將季增3成,並將大幅優化獲利結構。

What to Watch

AI outlook — possibilities, not facts

  • 頎邦第3季光通訊業務將季增3成

    Likely · Within months

Open Questions

  • 第3季光通訊業務能否如預期季增3成?

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This article was originally published by 自由时报.

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