緯創 AI伺服器:慘殺23%!美AI伺服器廠「1句話」就出大事緯創、廣達逃不了?
慘殺23%!美AI伺服器廠「1句話」就出大事緯創、廣達逃不了?
Provide From Google
![AI伺服器需求熱緯創、技嘉等台廠強漲](https://i0.wp.com/api.multiavatar.com/AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E9%9C%80%E6%B1%82%E7%86%B1%E7%B7%AF%E5%89%B5%E3%80%81%E6%8A%80%E5%98%89%E7%AD%89%E5%8F%B0%E5%BB%A0%E5%BC%B7%E6%BC%B2.png?apikey=viVnb6N20jclO8)
AI伺服器需求熱緯創、技嘉等台廠強漲
https://ctee.com.tw
法人預估,今年下半年在新產能加入,及NVIDIA HGX H100及DGX A100系列AI伺服器產品助攻下,緯創全年伺服器業務營收比重將拉升至40%以上,明年還將進一步 ...
Provide From Google
![廣達、技嘉能追嗎?一圖看懂輝達AI伺服器供應鏈](https://i0.wp.com/api.multiavatar.com/%E5%BB%A3%E9%81%94%E3%80%81%E6%8A%80%E5%98%89%E8%83%BD%E8%BF%BD%E5%97%8E%EF%BC%9F%E4%B8%80%E5%9C%96%E7%9C%8B%E6%87%82%E8%BC%9D%E9%81%94AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E4%BE%9B%E6%87%89%E9%8F%88.png?apikey=viVnb6N20jclO8)
廣達、技嘉能追嗎?一圖看懂輝達AI伺服器供應鏈
https://www.gvm.com.tw
美系外資分析,緯創是DGX 基板、主機板、伺服器和HGX 基板唯一供應商,雖然今年的AI 伺服器營收占比僅3%,但對淨利的貢獻可達10%,明年更可望增加到15~20% ...
Provide From Google
![緯創是做什麼的?為何股價屢創新高?一窺拿下輝達AI伺服 ...](https://i0.wp.com/api.multiavatar.com/%E7%B7%AF%E5%89%B5%E6%98%AF%E5%81%9A%E4%BB%80%E9%BA%BC%E7%9A%84%EF%BC%9F%E7%82%BA%E4%BD%95%E8%82%A1%E5%83%B9%E5%B1%A2%E5%89%B5%E6%96%B0%E9%AB%98%EF%BC%9F%E4%B8%80%E7%AA%BA%E6%8B%BF%E4%B8%8B%E8%BC%9D%E9%81%94AI%E4%BC%BA%E6%9C%8D+....png?apikey=viVnb6N20jclO8)
緯創是做什麼的?為何股價屢創新高?一窺拿下輝達AI伺服 ...
https://www.bnext.com.tw
緯創搭上AI伺服器熱潮,今年以來股價漲幅逾350%,外資指出緯創是Nvidia DGX與HGX伺服器主力供應商,它有何底氣打入? AI伺服器需求不斷增加,帶動相關概念 ...
Provide From Google
![緯創股價年初至今漲逾350%!這間公司有何厲害之處](https://i0.wp.com/api.multiavatar.com/%E7%B7%AF%E5%89%B5%E8%82%A1%E5%83%B9%E5%B9%B4%E5%88%9D%E8%87%B3%E4%BB%8A%E6%BC%B2%E9%80%BE350%25%EF%BC%81%E9%80%99%E9%96%93%E5%85%AC%E5%8F%B8%E6%9C%89%E4%BD%95%E5%8E%B2%E5%AE%B3%E4%B9%8B%E8%99%95.png?apikey=viVnb6N20jclO8)
緯創股價年初至今漲逾350%!這間公司有何厲害之處
https://www.managertoday.com.t
AI 伺服器需求不斷增加,帶動相關概念股大漲,緯創從年初股價不到30 元,14 日股價漲至142 元新高,漲幅超過370%,股價超車電子代工龍頭鴻海。