EPISODE · Nov 30, 2025 · 17 MIN
🐑ep.131｜啟碁(6285)美國市場佔比過高、產能加速外移--全球布局進入重新平衡期!啟碁114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
啟碁(6285)美國市場佔比過高、產能加速外移--全球布局進入重新平衡期!啟碁114年Q3法說重點摘要 🐑本集重點： 挑戰 2026 雙位數成長，雖面臨匯率與高費用壓力 啟動全球製造基地重組，越南將成最大生產中心 業務結構健康，但積極平衡美國市場佔比失衡 聚焦 Advanced Connectivity、Switch 及 LEO，維持高水準資本支出 應對地緣政治風險，DDR4 缺料為當前最大營運困擾 🐑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.131｜啟碁(6285)美國市場佔比過高、產能加速外移--全球布局進入重新平衡期!啟碁114年Q3法說重點摘要
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