EPISODE · Feb 14, 2026 · 13 MIN
金像電(2368)AI伺服器獲利狂飆
from 財報不求人 · host 少年股投
📊 財務表現創高 114 年前三季(2025 Q1–Q3): 營收 435.95 億元(超越去年全年) 淨利 66.75 億元 EPS 13.61 元 🚀 成長動能來自哪? AI 伺服器:GPU 熱潮推升高階板需求 網通產品:400G 成主流,800G 蓄勢待發 AI PC:114 年有望成為新一波換機動能 🌏 產能擴充與布局 泰國新廠: 試產與認證中 預計 114 年下半年量產 將成為中高階產品核心基地 中國產能: 蘇州、常熟占逾 7 成 成本與調度具彈性 -- Hosting provided by SoundOn
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金像電(2368)AI伺服器獲利狂飆
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