EPISODE · Feb 22, 2026 · 13 MIN
🐑ep.191｜AST2700啟動新一輪ASP上升循環,信驊(5274)單板價值持續放大!信驊114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
AST2700啟動新一輪ASP上升循環,信驊(5274)單板價值持續放大!信驊114年Q3法說重點摘要 🐑本集重點： 獲利表現亮眼：前三季EPS達72.23元超越去年全年，Q3毛利率攀升至69.26% 營運展望樂觀：預估2026年首季營收達26至27億元，並上修2030年BMC市場規模 新品驅動價值：AST2700與AST2750明年放量，目標將單片主機板營收貢獻倍增 深化AI佈局：Cupola360全景晶片鎖定AI「世界模型」應用，計畫推動新事業分拆 🐑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.191｜AST2700啟動新一輪ASP上升循環,信驊(5274)單板價值持續放大!信驊114年Q3法說重點摘要
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