
費城半導體指數反彈後,聯發科早盤止跌反彈,股價暫報3695元。公司預估AI ASIC業務第四季貢獻25億美元營收,Google TPU v9將按時完成Tape-out,2028年第一季量產。
AI-generated summary
聯發科上週五法說會破除Google v9 TPU延後傳言,但股價從歷史高點拉回逾30%。費城半導體指數昨日反彈2.63%,為台股多頭帶來喘息空間。
聯發科今日扮演台股撐盤重心。(記者卓怡君攝)
〔記者卓怡君/台北報導〕費城半導體指數昨日反彈2.63%,台股多頭暫獲喘息空間,IC設計龍頭聯發科(2454)上週五法說會破除外界Google v9 TPU延後的傳言,但正好碰上股災,股價持續下跌,從歷史高點拉回逾30%,昨日聯發科副董事長暨執行長蔡力行信心喊話,建議大家多買聯發科,對聯發科後市極具信心,過去25年股東報酬成長高達163倍,要有耐心,報酬一定驚人,今日早盤聯發科股價止跌,展開反彈。
美國期中選舉正在進行開票,牽動股市敏感神經,台股早盤開高走低,截至9:24分左右,聯發科股價上漲0.54%,暫報3695元,成交量約2719張。
聯發科預估,AI ASIC業務(Google TPU v8)第四季將貢獻25億美元營收,高於先前超過20億美元的預估,最重要的Google TPU v9預計將按時完成Tape-out(設計定案),並於2028年第一季開始量產,消除市場近期對專案延遲的疑慮,此外,TPU v9的出貨量高度取決於Intel EMIB-T載板的供應情況,但對EMIB-T良率改善抱持信心。
AI outlook — possibilities, not facts
聯發科股價短期將持續反彈
Possible · Within days

Chunghwa Post opened pre-orders for Pokémon stamps and peripheral products at 8:30 a.m. on the 3rd. More than 37,000 people flocked to the "i Philately" website, with the highest number of online users at about 37,000. All the products were sold out before noon. They will be sold through designated post offices and on-site at the Taipei 2026 World Stamp Exhibition on November 20.
The 2026 Special Exchange Conference on the Development of the Residence and Health Care Industry was held in Nanning, Guangxi on November 3. It was guided by the Civil Affairs Department of the Guangxi Zhuang Autonomous Region and hosted by the China Social Welfare and Elderly Care Service Association. It aimed to build a national normalized cooperation platform for the residence and health care industry and expand the space for cross-border cooperation. At the meeting, the "Guangxi Zhuang Autonomous Region's "14th Five-Year Plan" Elder Care Industry Development Report" blue book was released to promote Guangxi's transformation from a "senior care resource area" to a "strong elderly care industry area."

Leadtek (2465)'s consolidated revenue in the third quarter was 3.315 billion yuan, an annual increase of 69.86%. Net profit after tax was 379 million yuan, and EPS was 4.03 yuan. The stock price rose to 125 yuan on the 4th, setting a new high in about 28 months. The trading volume exceeded 10,000 contracts, and the daily limit order to buy exceeded 9,800 contracts.

The National Development and Reform Commission held a series of press conferences for the “15th Five-Year Plan” on the 4th to introduce the situation of consolidating development support. Kou Rong, deputy director of the Department of Economic and Trade, said that it is expected that by the end of the "15th Five-Year Plan", the overall scale of my country's circulation industry will continue to expand, and the total retail sales of consumer goods will reach about 60 trillion yuan. The press conference also proposed to promote five aspects of specific work around one key task and accelerate the construction of a smooth and efficient modern circulation network.

The World Gold Council reported that global central banks purchased 321 metric tons of gold in the third quarter, an increase of 42% from the same period last year and much higher than the average of 227 metric tons per quarter over the past five years. Among the published data, the People's Bank of China purchased 63 metric tons, the highest since the third quarter of 2022. In the first nine months, global gold consumption reached a record high of US$566 billion.
The Hong Kong International Financial Leaders Investment Summit was held from November 2 to 4. Vice Premier Ho Lifeng delivered a video speech, saying that Hong Kong's governance and revitalization situation continued to consolidate. The country's "15th Five-Year Plan" has made arrangements to support Hong Kong in consolidating and improving its competitive advantages. He also hoped that Hong Kong would give full play to the advantages of "one country, two systems" and consolidate its status as an international financial center.