EPISODE · Dec 1, 2025 · 13 MIN
🐑ep.132｜研揚(6579)訂單穩、需求強，但 CPU.記憶體缺貨成最大變數!研揚114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
研揚(6579)訂單穩、需求強，但 CPU.記憶體缺貨成最大變數!研揚114年Q3法說重點摘要 🐑本集重點： 營收創歷史新高，惟淨利因業外因素大幅下滑 AI 應用為主要成長引擎，特定產品線（Edge AI / Box PC）增長強勁 全年預期雙位數成長，接單出貨比（B/B Ratio）維持穩定增長態勢 供應鏈潛在風險：CPU與記憶體交期拉長且價格上漲 🐑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.132｜研揚(6579)訂單穩、需求強，但 CPU.記憶體缺貨成最大變數!研揚114年Q3法說重點摘要
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