🐑ep.212|AI算力耗電爆炸,台達電(2308)押注氫能與微電網的未來!台達電114年Q4法說重點摘要 episode artwork

EPISODE · Mar 24, 2026 · 18 MIN

🐑ep.212|AI算力耗電爆炸,台達電(2308)押注氫能與微電網的未來!台達電114年Q4法說重點摘要

from Grace懶洋洋 · host Grace懶洋洋

AI算力耗電爆炸,台達電(2308)押注氫能與微電網的未來!台達電114年Q4法說重點摘要 🐑本集重點: 營收與獲利雙雙創下歷史新高 AI 資料中心為最主要成長動能 電動車(Mobility)事業面臨逆風並進行產能調整 擴大資本支出與前瞻能源佈局 🐑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.212|AI算力耗電爆炸,台達電(2308)押注氫能與微電網的未來!台達電114年Q4法說重點摘要

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