EPISODE · Mar 31, 2026 · 19 MIN
🐑ep.215｜AI＋1.6T光模組雙引擎！環宇KY(4991)AOC營收占比衝70%，毛利創新高!環宇KY114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
AI＋1.6T光模組雙引擎！環宇KY(4991)AOC營收占比衝70%，毛利創新高!環宇KY114年Q4法說重點摘要 🐑本集重點： 受惠於AI需求，AOC產品帶動營收與毛利創新高 迎合1.6T光模塊升級，200G PD與CW Laser進入量產 積極擴充產能與落實多重供應鏈以控管缺料風險 實質毛利率解析與預期停止認列常州承芯投資虧損 🐑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.215｜AI＋1.6T光模組雙引擎！環宇KY(4991)AOC營收占比衝70%，毛利創新高!環宇KY114年Q4法說重點摘要
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