EPISODE · Oct 30, 2025 · 16 MIN
🐑ep.110｜意騰KY(7749 )Q2營收爆衝95_淨利卻季減？AI語音「雙引擎」與人機互動的下一步佈局解析!意騰114年Q2法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
意騰KY(7749 )Q2營收爆衝95_淨利卻季減？AI語音「雙引擎」與人機互動的下一步佈局解析!意騰114年Q2法說重點摘要 🐑本集重點： 營收增長，淨利受新台幣匯率大幅升值衝擊 核心策略：AI IP授權與Edge ASIC晶片「雙引擎」商業模式 下半年展望：筆電、手機、遊戲機放量，預期優於上半年 中長期佈局：聚焦高毛利「人機互動」新興市場 技術整合：策略性取得音訊編解碼器技術授權，強化晶片產品競爭優勢 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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🐑ep.110｜意騰KY(7749 )Q2營收爆衝95_淨利卻季減？AI語音「雙引擎」與人機互動的下一步佈局解析!意騰114年Q2法說重點摘要
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