
英業達旗下無敵(8201)積極擴大AI布局,爭取高階AI伺服器經銷代理並投入AI算力中心場地規劃,目前已切入輝達B300、GB300產品,股價連續第二個交易日攻上漲停,暫報14.6元。同時跨足無人機市場,從100萬、200萬畫素鏡頭切入,海外市場以美國為主,仍處客戶認證階段。
AI-generated summary
英業達旗下無敵積極佈局AI伺服器經銷業務,爭取輝達高階產品代理權,並擴展至無人機市場,以多元化成長動能。
無敵致力於擴大AI布局,除了爭取高階AI伺服器經銷代理,也投入AI算力中心場地規劃。(資料照)
〔記者方韋傑/台北報導〕英業達(2356)旗下無敵(8201)積極搶攻AI伺服器商機,目前已切入輝達B300、GB300等高階產品經銷;今日股價在買盤加持之下,無敵連續第二個交易日攻上漲停,截至上午9時30分暫報漲停價14.6元,成交量754張,共計627張漲停價委買單尚未成交。
無敵致力於擴大AI布局,除了爭取高階AI伺服器經銷代理,也投入AI算力中心場地規劃,目標取得GPU原廠相關認證,希望建立從設備導入、裝機到售後服務的完整能力。目前伺服器經銷以B300為主,GB300也已有布局,市場主要鎖定台灣及東南亞。
請繼續往下閱讀...
除了AI伺服器,無敵也正式跨足無人機市場,現階段從100萬、200萬畫素鏡頭產品切入,已有客戶進入送樣、打樣階段。無人機產品海外市場以美國為主,目前仍處於客戶認證階段,實際貢獻時間仍須視客戶驗證進度而定。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
無敵股價在短期內將維持震盪偏強走勢
Likely · Within weeks
無敵無人機業務將在未來數月內進入量產階段
Possible · Within months

The stock price of Jinguoguang (6209) suddenly received an influx of buying orders during the session today. It once rose by more than 5%, and rose 2.38% to 81.8 yuan at nearly 11:10. The company benefited from the growth in shipments of infrared thermal lens lenses, and its revenue hit a record high in August. The cumulative revenue in the first eight months increased by nearly 70% year-on-year. Foreign capital has continued to be oversold recently, and investors need to pay attention to subsequent fluctuations.

This year, nine departments jointly launched a special campaign to help small and micro business entities develop the "Spring Rain and Moisten Seedlings". By the end of July, they had responded to more than 29,400 tax and fee appeals, established 127 collaboration mechanisms, and shared 974 million pieces of data. The action emphasizes rapid response, accurate demand capture and stable policy supply, promotes direct access to enterprise-friendly policies and promotes small and medium-sized enterprises to thrive in a fair, transparent and warm ecosystem.

Yuhua Biomedical, a subsidiary of Yanchen Biotechnology, announced its cooperation with QuantHealth of the United States, using its AI clinical trial simulation platform to support the combination of oncology expertise and artificial intelligence, and planning and evaluating clinical development strategies based on evidence. Chairman Huang Zhongyang said that this cooperation represents an important milestone for the company in the integration of new drug research and development and smart medical care.

After Lianjia Investment Holdings (3717) transformed into a holding company, it has been deeply involved in the fields of automotive optoelectronics, AI smart cities, Micro-LED CPO optical communications, military drones and robots. Today, the stock price appeared in advance and the market price limit reached 27.85 yuan. As of 10:25, the trading volume reached 16,400 contracts, and the number of orders to buy at the upper limit price exceeded 6,300. The company's consolidated revenue in August was 505 million yuan, an annual increase of 10.01%. The cumulative revenue in the first eight months was 4.551 billion yuan, an annual increase of 891.25%. The net profit after tax in the first half of the year was 240 million yuan, an annual increase of 403.79%. The after-tax earnings per share were 1.15 yuan, turning a loss into a profit. The shipment of high-margin automotive light sources is driven by the increase in the production of fuel vehicles and HEVs by international automakers. The exchange benefits from the appreciation of the US dollar and the expected mass production of dozens of products by the new plant in Mexico in Q4 are supportive.

The launch of Guangbutun Koi Park, the first development area of Wuhan Innovation Zone, marks the transition of the "Koi Plan" from top-level design to substantial implementation. The park has a total construction area of approximately 93,000 square meters, with a usable area of 42,000 square meters in the first phase, and more than 100 projects in reserve. Through the symbiotic development of urban renewal and scientific and technological innovation, we explore a new Silicon Alley economic model that integrates the three areas of "campus, park, and community" and provide full-chain services for the transformation of scientific and technological achievements.

The Institute of Economics of the Shanghai Academy of Social Sciences released the "Shanghai Economic Development Report (2026): Construction of an International Consumption Center City", pointing out that the integrated development of culture, business, tourism and sports exhibitions is an important way for Shanghai to promote consumption upgrades and cultivate new increments. It is also a key to improving the energy level and core competitiveness of an international consumption center city. The report analyzes that the Shanghai consumer market shows significant characteristics of scale expansion, energy level improvement, circle diffusion, and stratification. However, it faces shortcomings such as insufficient adaptability on the supply side. It recommends upgrading consumer infrastructure, enriching scene supply, optimizing policy tools, promoting the deep integration of cultural, commercial, tourism and sports exhibition institutions, strengthening original IP, strengthening technological empowerment, improving the industrial ecology and international layout, activating inbound consumption potential, accurately matching the needs of key groups, and promoting the coordinated development of the consumer market in the Yangtze River Delta and the wider region.