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Back邁達特股價震盪，受惠NVIDIA資安應用帶動軟體族群漲勢
邁達特股價震盪，受惠NVIDIA資安應用帶動軟體族群漲勢
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自由时报1 hour agoBusiness1 min readChina

邁達特股價震盪，受惠NVIDIA資安應用帶動軟體族群漲勢

邁達特NVIDIA黃仁勳

Quick Look

NVIDIA執行長黃仁勳指出資安是AI下一個重要應用領域，帶動軟體族群漲勢，邁達特股價盤中震盪逾6%，前8月營收年增18%創歷年同期新高，但昨日外資賣超668張，投資人需留意後續波動。

AI-generated summary

Why It Matters

近年AI浪潮帶動雲端、IT基礎建設投資，推升邁達特營運表現，前8月累計營收為169億元、年增18%，創歷年同期新高。

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邁達特震盪。（擷取自業者官網）

〔記者歐宇祥／台北報導〕輝達（NVIDIA）執行長黃仁勳資安指出，是AI下一個重要的應用領域，帶動軟體族群漲勢，資服廠邁達特（6112）交投明顯轉熱，今日股價在平盤高低震盪，振幅逾6%，近11時20分，邁達特股價小跌0.1元或0.2%，暫報50.5元，成交量逾1.5萬張。

近年AI浪潮帶動雲端、IT基礎建設投資，推升營運表現。邁達特前8月累計營收為169億元、年增18%，創歷年同期新高。該公司指出，未來持續聚焦AI算力、雲服務、資安及聯網四大營運主軸，下半年、明年樂觀。

請繼續往下閱讀...

不過，昨日外資賣超邁達特668張、由連3買轉賣，自營商買超50張，三大法人合計賣超618張；昨日當沖成交量達5521張、佔比51%，明顯增溫，投資人應留意後續股價波動。

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

  • 邁達特股價將在短期內持續受AI資安題材影響而波動

    Possible · Within days

Open Questions

  • 邁達特在AI資安領域的具體佈局與收入貢獻程度
  • 外資賣超是短期獲利了結還是對長期前景的擔憂
  • 下半年及明年樂觀預估的具體成長動能來自何處

Related Topics

邁達特
People黃仁勳
OrganizationsNVIDIA
Places台北
TopicsNVIDIA黃仁勳資安AI軟體族群台股
This article was originally published by 自由时报.

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