
臻鼎-KY(4958)今日股價早盤發動,一度大漲8.4%,截至9:50左右漲幅回落至6.86%,暫報545元,成交量逾3.7萬張,已超越昨日全天成交量。載板三雄欣興、南電與景碩股價同步創新高,臻鼎則因擴大資本支出、積極佈局AI伺服器、高速光模組與IC載板等相關應用,8月相關業務營收年增逾三倍,成為公司營收重要引擎,預示傳統旺季與AI高階應用雙動能同步推進,營運表現可望持續升溫。
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載板供應缺口持續擴大,帶動載板三雄欣興、南電與景碩股價同步創新高。臻鼎-KY作為載板股中估值較低的標的,早盤股價發動,一度大漲8.4%。公司近期擴大資本支出,積極佈局AI伺服器、高速光模組與IC載板等高增長應用,8月相關業務營收較去年同期成長逾三倍,已成為推升公司營收的重要引擎。
臻鼎今日股價發動。(記者卓怡君攝)
〔記者卓怡君/台北報導〕ABF載板供應缺口持續擴大,載板三雄欣興(3037)、南電(8046)與景碩(3189)今日早盤股價同步創下新高,最便宜的載板股臻鼎-KY(4958)股價相對落後,今日終於發動,一早就帶量率先噴出,一度大漲8.4%,突破近一個月的整理區間。
截至9:50分左右,臻鼎股價大漲6.86%,暫報545元,成交量逾3.7萬張,已超越昨日全天成交量3.16萬張。
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臻鼎擴大資本支出,積極搶攻AI相關應用新品,效益開始顯現,8月伺服器/光模塊/IC載板業務合計營收較去年同期成長逾三倍,增幅進一步擴大,已成為推升公司營收的重要引擎,臻鼎表示,隨消費性電子新品進入傳統出貨旺季,加上AI伺服器、高速光模塊與IC載板需求持續放量,傳統旺季與AI高階應用兩大動能同步推進,公司營運表現可望持續升溫。
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