Breaking
FRTragedy in Nigeria: three women trampled to death during aid distributionGLOBALUS Supreme Court clears path for first female execution in Tennessee in over 200 yearsBRDebate between candidates for the Senate in São Paulo addresses political reform, violence against women and AICNThe Yankees swept the Red Sox and advanced to the American League Division Series. Fred made a quality start and Bellinger made a key three-pointer.ARNetanyahu praises passengers' courage in thwarting potential air disasterCNThe Hong Kong SAR Government held a flag-raising ceremony to celebrate the 77th anniversary of the founding of the People's Republic of ChinaDENetanyahu praises brave pilot after cockpit attack on Flydubai flight to Tel AvivCNLan Qi, a famous Chinese actress from CTV, passed away at the age of 74RUThe US does not rule out strikes in Iraq after the withdrawal of troops if a threat arisesCNPenghu’s third airline officially named “Kiudao Airlines”FRTragedy in Nigeria: three women trampled to death during aid distributionGLOBALUS Supreme Court clears path for first female execution in Tennessee in over 200 yearsBRDebate between candidates for the Senate in São Paulo addresses political reform, violence against women and AICNThe Yankees swept the Red Sox and advanced to the American League Division Series. Fred made a quality start and Bellinger made a key three-pointer.ARNetanyahu praises passengers' courage in thwarting potential air disasterCNThe Hong Kong SAR Government held a flag-raising ceremony to celebrate the 77th anniversary of the founding of the People's Republic of ChinaDENetanyahu praises brave pilot after cockpit attack on Flydubai flight to Tel AvivCNLan Qi, a famous Chinese actress from CTV, passed away at the age of 74RUThe US does not rule out strikes in Iraq after the withdrawal of troops if a threat arisesCNPenghu’s third airline officially named “Kiudao Airlines”
Newsgather
All StoriesWorldSportsFinanceTechScienceHealthCultureClimatePoliticsSpace
Back緯創受惠於AI基礎設施需求擴大，股價跳空開高漲2.17%
緯創受惠於AI基礎設施需求擴大，股價跳空開高漲2.17%
Developing
自由时报1 hour agoBusiness1 min readChinaView translation

緯創受惠於AI基礎設施需求擴大，股價跳空開高漲2.17%

緯創AI基礎設施Anthropic

Quick Look

緯創受惠於AI基礎設施需求持續擴大，加上Anthropic IPO說明書提及向SpaceX簽署最高845億美元算力租賃協議，股價今日跳空開高，截至上午9時45分漲2.17%至188.5元，為電子五哥9月唯一收紅個股，雖三大法人單月合計賣超5萬5858張，但外資大幅賣超被投信部分承接，單月買超2萬4771張為五哥之冠。

AI-generated summary

Why It Matters

緯創為台灣重要電子製造商，近年受惠於AI伺服器需求成長。Anthropic近期公開發行說明書披露與SpaceX簽署高價算力租賃協議，顯示AI算力需求持續擴大。

Font size

緯創受惠於AI基礎設施需求持續擴大，備受市場看好可望雨露均霑。（資料照）

〔記者方韋傑／台北報導〕緯創（3231）受惠於AI基礎設施需求持續擴大，加上Anthropic公開發行（IPO）說明書提及向SpaceX簽署最高845億美元（約新台幣2.7兆元）的算力租賃協議，被市場看好可望雨露均霑，激勵今日股價跳空開高，截至上午9時45分暫報188.5元，漲幅2.17%，成交量2萬0834張。

觀察電子五哥9月股價表現，緯創單月上漲3.65%，為唯一收紅個股，不過三大法人單月合計仍賣超5萬5858張，其中外資大舉賣超8萬3192張，投信則站在買方，單月買超2萬4771張，不僅部分承接外資賣壓，買超張數也是五哥之冠；自營商同步買超2563張。

請繼續往下閱讀...

緯創董事長林憲銘先前表示，台灣目前正處於AI發展的關鍵位置，已率先享受到AI帶來的硬體製造商機，但這只是第一波紅利，真正運用AI創造的效益仍相對有限，下一步關鍵在於加速AI算力與應用導入產業，將既有製造優勢進一步轉化為企業核心能力，帶動台灣產業「轉骨」。

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

  • 緯創股價在短期內可能持續受AI需求帶動而波動上揚

    Possible · Within weeks

Open Questions

  • 緯創能否從AI算力需求中獲得具體訂單？
  • Anthropic與SpaceX的協議對實際算力交付有何影響？
  • 外資賣超是否反映對緯創長期成長的疑慮？

Related Topics

緯創
People林憲銘方韋傑
OrganizationsAnthropicSpaceX自由財經
Places台北台灣
TopicsAI基礎設施AnthropicSpaceX算力租賃股價電子五哥
This article was originally published by 自由时报.

Related Stories

Penghu’s third airline officially named “Kiudao Airlines”
Developing·

Penghu’s third airline officially named “Kiudao Airlines”

Currently, there are only two airlines in Penghu, UNI Air and Mandarin Airlines, and the difficulty of obtaining air tickets extends into the off-season. The third airline established by Lan Junsheng, chairman of affiliated companies such as Huiyang Airlines and Best Doli Hotel, was formerly known as Huixiang Airlines Preparatory Office and is now officially named "Judao Airlines". It has been submitted to the Civil Aviation Administration of the Ministry of Transport for review of the five stages of airworthiness verification. An official website and community page are being planned to optimize seat supply and provide safer and more comfortable transportation services.

自由时报
2 min read
If your house is foreclosed, you can still apply for a preferential tax rate for self-occupied residential land to save land tax.
Developing·

If your house is foreclosed, you can still apply for a preferential tax rate for self-occupied residential land to save land tax.

The Hsinchu County Taxation Bureau pointed out that after the land is auctioned by the court, if it meets the conditions for self-use residential land (such as no rental, no business use and the land owner, spouse or immediate family member has registered on the day of the auction), you can still apply for a land value-added tax at a rate of 10%. However, the application must be made within 30 days from the day after receiving the guidance letter from the tax authority. Otherwise, it will not be applicable.

自由时报
2 min read
The cumulative throughput of the Three Gorges Project in the first three quarters of 2026 will reach 120 million tons
Developing·

The cumulative throughput of the Three Gorges Project in the first three quarters of 2026 will reach 120 million tons

In the first three quarters of 2026, the cumulative cargo volume through the Three Gorges Hub reached 120 million tons. Although affected by factors such as locks and ship lifts being suspended for maintenance and bad weather, the navigation management department ensures navigation safety through hidden danger inspections, meteorological linkage, safety inspections and other measures. On September 29, the Three Gorges ship lift completed maintenance and resumed navigation, operating jointly with the ship lock. Since the Three Gorges Project exceeded 100 million tons for the first time in 2011, the annual throughput has been running at a high level for 15 consecutive years, providing support for the development of the Yangtze River Economic Belt.

中国新闻网
2 min read
Hainan promotes high-quality development of business entities and creates new advantages for the free trade port business environment
Developing·

Hainan promotes high-quality development of business entities and creates new advantages for the free trade port business environment

Liao Luoxi, a second-level inspector of the Hainan Provincial Department of Business Environment and Construction, said that Hainan will deepen the "simplified approval" reform, establish a full life cycle service system and promote credit empowerment to promote business entities to operate with peace of mind and accelerate growth in the free trade port. Simple matters can be completed on the spot, general matters are certified, and complex matters can be operated with one certificate. It will dynamically and accurately push enterprise-friendly policies, so that trustworthy business entities can enjoy the convenience of less inspection and more services.

中国新闻网
2 min read
Experts advise parents not to rush to interfere with their children's job hunting: Times have changed, and old experience may be useless
Developing·

Experts advise parents not to rush to interfere with their children's job hunting: Times have changed, and old experience may be useless

Experts point out that it is understandable for parents to be anxious about the employment of their children of recent graduates, but excessive involvement is detrimental to their children's development. The current unemployment rate for college graduates aged 22 to 27 in the United States is 5.7%, and the underemployment rate is 42%. The job search environment has become digital and impersonal, and traditional career advice may be outdated. Parents should use an inquiring attitude to understand their children's experiences, rather than rushing to give outdated advice. They can help their children write cold emails or write thank-you letters and other concrete actions to establish real interpersonal relationships as a job-hunting differentiator.

自由时报
3 min read
More on this topic緯創