EPISODE · Jan 26, 2026 · 12 MIN
🐑ep.172|從 PCIe 5 到 7、切入 NVIDIA 供應鏈,萬泰科(6190)站上 AI 伺服器高速線爆發起點!萬泰科114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從 PCIe 5 到 7、切入 NVIDIA 供應鏈,萬泰科(6190)站上 AI 伺服器高速線爆發起點!萬泰科114年Q3法說重點摘要 🐑本集重點: 設定明確長期財務目標 鎖定 AI 伺服器為核心動能 深耕高毛利產品佈局 全球產能靈活調度 營運展望樂觀,客戶庫存調整近尾聲 🐑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.172|從 PCIe 5 到 7、切入 NVIDIA 供應鏈,萬泰科(6190)站上 AI 伺服器高速線爆發起點!萬泰科114年Q3法說重點摘要
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