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Back焦點股》貿聯-KY:瑤池金母加碼 帶量衝鋒
焦點股》貿聯-KY:瑤池金母加碼 帶量衝鋒
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自由时报27 minutes agoBusiness2 min readChinaView translation

焦點股》貿聯-KY:瑤池金母加碼 帶量衝鋒

Quick Look

貿聯-KY(3665)股價開高走高,截至上午9時14分暫報1585元,漲幅4.62%。主動統一台股增長(00981A)昨日加碼180張。該公司10月營收118.46億元,創單月新高,受惠於AI基礎設施及先進半導體製造投資需求延續,併購Interplex Datacom擴大業績規模。

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Why It Matters

貿聯-KY受惠於AI基礎設施及先進半導體製造領域的投資需求延續,帶動高效能運算及半導體資本設備業務維持強勁動能,並併購Interplex Datacom擴大業績規模。

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貿聯-KY受惠於AI基礎設施及先進半導體製造領域的投資需求延續,帶動高效能運算及半導體資本設備業務維持強勁動能。(資料照)

〔記者方韋傑/台北報導〕市場上有「瑤池金母」之稱的基金經理人陳釧瑤操盤的主動統一台股增長(00981A)昨日加碼貿聯-KY(3665)共計180張,今日在大盤反彈、買盤搶進之下,該公司股價開高走高,截至上午9時14分暫報1585元,漲幅4.62%,成交量650張。

貿聯-KY受惠於AI基礎設施及先進半導體製造領域的投資需求延續,帶動高效能運算(HPC)及半導體資本設備業務維持強勁動能,加上併購Interplex Datacom擴大業績規模,日前公布10月營收118.46億元,月增26.9%、年增80%,創單月新高。

貿聯-KY總經理鄧劍華本月稍早針對AI供應鏈發表看法,認為除了記憶體之外,光纖供應也相當吃緊,而且短缺情況預料還會持續,美國、歐洲、日本及中國的大型光纖製造商,都正積極擴充產能,以因應市場需求,部分大型AI企業甚至直接投資光纖製造商,貿聯也積極擴充全球製造布局。

What to Watch

AI outlook — possibilities, not facts

  • 貿聯-KY將繼續擴充全球製造布局以因應光纖及AI基礎設施需求

    Likely · Within months

Open Questions

  • 光纖短缺情況預計持續多久
  • 貿聯-KY全球製造布局擴充的具體進度
  • 併購Interplex Datacom的具體財務影響

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This article was originally published by 自由时报.

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