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Back聯發科股價盤中漲停 受惠輝達投資與Google大單帶動
聯發科股價盤中漲停 受惠輝達投資與Google大單帶動
Developing
自由时报24 minutes agoBusiness1 min readChina

聯發科股價盤中漲停 受惠輝達投資與Google大單帶動

聯發科輝達Google

Quick Look

聯發科今日股價盤中一度漲停，受惠上週輝達斥資35億美元認購其海外可轉換公司債及拿下Google TPU大單帶動，股價突破4513.75元轉換價，暫報4845元，漲幅9.74%。博通執行長陳福陽在法說會中首次承認競爭對手地位，不再小看聯發科。

AI-generated summary

Why It Matters

聯發科近期受惠於AI晶片需求成長，積極布局ASIC市場，上週獲輝達35億美元投資認購其海外可轉換公司債，同時傳出拿下Google TPU大單，博通執行長陳福陽在法說會中首次承認競爭對手地位。

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聯發科今日股價再噴出，早盤一度漲停。（記者卓怡君攝）

〔記者卓怡君／台北報導〕上週輝達（NVIDIA）宣布斥資35億美元（約1108億台幣）認購聯發科（2454）海外可轉換公司債（ECB），激勵聯發科隔日股價跳空漲停鎖至終場，聯發科手握大批銀彈，為未來AI ASIC發展布局，全球ASIC霸主─博通執行長陳福陽（Hock Tan）在上週法說會中首度提到競爭對手聯發科，等同為聯發科的實力背書，聯發科股價在經過3天的整理後，今日帶量噴出，盤中一度亮燈漲停，來到4855元。

截至10:11分左右，聯發科漲停打開、股價大漲9.74%，暫報4845元，超越聯發科此次債券轉換價格4513.75元，成交量逾1.03萬張，超越上個交易日全天成交量9052張。

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聯發科拿下Google的TPU大單，搶食博通訂單，博通執行長陳福陽在上週法說會承認大客戶採取供應商多元化策略，但不忘向法人強調，即使Google 納入聯發科作為第二供應商，博通依然在量產時程與出貨規模上佔據絕對的領先地位，今年3月陳福陽曾嘲諷競爭對手（聯發科與邁威爾）有如Ankle-biter（小屁孩），無法撼動博通的地位，上週法說會已不敢小看聯發科。

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

  • 聯發科股價在短期內有機會再次挑戰漲停

    Likely · Within days

  • 博通將在未來幾個季度加強對客戶的溝通以維護市場地位

    Possible · Within months

Open Questions

  • 聯發科與Google的TPU合作具體規模與時間表為何？
  • 輝達此次投資是否將進一步深化雙方在AI領域的合作？
  • 博通是否會調整策略以應對聯發科在ASIC市場的崛起？

Related Topics

聯發科
People卓怡君陳福陽
Organizations輝達Google博通
Places台北
Topics輝達Google博通TPU可轉換公司債股價
This article was originally published by 自由时报.

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