EPISODE · Dec 26, 2025 · 13 MIN
🐑ep.160｜從 AI 基礎建設到 AI 資安,邁達特(6112)打造一站式企業級智慧算力平台!邁達特114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從 AI 基礎建設到 AI 資安,邁達特(6112)打造一站式企業級智慧算力平台!邁達特114年Q3法說重點摘要 🐑本集重點： 第三季營運亮眼：營收年增 31%，AI 運算佔比近六成 雙向核心策略：聚焦「Security for AI」與「AI for Security」的深度整合 集團佈局效益：海外子公司（美國 Brainstorm、南非 Corex）回穩，轉投資德鴻即將上櫃 未來展望：樂觀看待 2026 年成長，惟審慎關注供應鏈缺貨與漲價變數 🐑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.160｜從 AI 基礎建設到 AI 資安,邁達特(6112)打造一站式企業級智慧算力平台!邁達特114年Q3法說重點摘要
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