EPISODE · Jun 9, 2026 · 19 MIN
🐑ep.245｜從半導體到AI伺服器,全球都在蓋廠!揭密聖暉(5536)的護城河!聖暉115年Q1法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從半導體到AI伺服器,全球都在蓋廠!揭密聖暉(5536)的護城河!聖暉115年Q1法說重點摘要 🐑本集重點： 營運表現亮眼，營收獲利與在手訂單皆創歷史同期新高 策略性優化產品組合，帶動毛利率顯著彈升 以數位雙生技術與綠色工程搶攻AI資料中心商機 具備獨特的海外在地化優勢，避開同業產能爬坡期風險 穩健的高股利政策與優異的股東權益報酬（ROE） 🐑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.245｜從半導體到AI伺服器,全球都在蓋廠!揭密聖暉(5536)的護城河!聖暉115年Q1法說重點摘要
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