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Back大同發表模組化AI資料中心產品,股價震盪上漲1.15%
大同發表模組化AI資料中心產品,股價震盪上漲1.15%
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自由时报1 hour agoBusiness1 min readChinaView translation

大同發表模組化AI資料中心產品,股價震盪上漲1.15%

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大同昨日發表模組化AI資料中心產品,瞄準算力與電力商機,並受昨日外資買超6699張刺激,今日股價最高漲逾2.5%,後回落震盪,目前上漲1.15%至30.8元,睽違5個月重返30元關卡。

AI-generated summary

Why It Matters

大同為老牌家電廠,近年轉型布局AI基礎建設相關產品,昨日發表模組化AI資料中心解決方案。

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大同股價震盪。圖為大同AI模組化資料中心解決方案的POC案場。(記者歐宇祥攝)

〔記者歐宇祥/台北報導〕昨日老牌家電廠大同(2371)發表模組化AI資料中心產品,瞄準算力、電力商機,加上昨日外資大幅買超6699張,挹注今日股價最高漲逾2.5%,但空軍隨即出籠,股價在平盤上下震盪,近10時50分,大同股價上漲0.35元或1.15%,暫報30.8元,睽違5個月再次站穩30元關卡,成交量則逾2.4萬張。

大同總經理張松鑌昨日指出,大同的AI基礎建設產品以模組化、快速建置為特色,最快可在180天內完成建置與測試,主要耕耘台灣廠商,海外則以日本算力出租業者為主要潛在客戶;目前此產品已有1家客戶。整體營運而言,因電力設備拉貨動能強,明年營運正向。

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昨日外資買超大同6699張、投信賣超24張、自營商買超922張,三大法人合計買超7597張;昨日當沖成交量則為6281張、佔比24%。

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

  • 大同明年營運將呈現正向成長

    Possible · Within months

Open Questions

  • 該產品的具體技術規格與成本結構為何?
  • 除了日本算力出租業者外,是否有其他國際市場開發計畫?
  • 首家客戶的身份與合作細節為何?

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