EPISODE · Mar 10, 2026 · 15 MIN
🐑ep.203｜折舊高峰已過,InP 技術卡位,穩懋 2026(3105) 獲利槓桿全面啟動!穩懋114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
折舊高峰已過,InP 技術卡位,穩懋 2026(3105) 獲利槓桿全面啟動!穩懋114年Q4法說重點摘要 🐑本集重點： 2025 年第四季獲利優於預期，毛利率顯著回升 AI 數據中心與衛星通訊成為關鍵成長引擎 折舊高峰已過，資本支出持續受控 積極佈局 InP（磷化銦）光通訊技術 2026 年第一季展望受淡季因素影響 🐑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.203｜折舊高峰已過,InP 技術卡位,穩懋 2026(3105) 獲利槓桿全面啟動!穩懋114年Q4法說重點摘要
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