台燿 台光電:台光電、台燿、金像電、健鼎...4檔PCB股明年獲利預測
台光電、台燿、金像電、健鼎...4檔PCB股明年獲利預測
![AI加持CCL廠台光電、台燿營收股價亮眼](https://i0.wp.com/api.multiavatar.com/AI%E5%8A%A0%E6%8C%81CCL%E5%BB%A0%E5%8F%B0%E5%85%89%E9%9B%BB%E3%80%81%E5%8F%B0%E7%87%BF%E7%87%9F%E6%94%B6%E8%82%A1%E5%83%B9%E4%BA%AE%E7%9C%BC.png?apikey=viVnb6N20jclO8)
AI加持CCL廠台光電、台燿營收股價亮眼
https://www.moneyweekly.com.tw
AI伺服器帶旺銅箔基板CCL需求,台光電、台燿第二季營收表現亮眼,帶動股價大漲,台光電自七月至今漲幅33%,台燿漲幅60%,台燿今漲停鎖死,收118.5元。
![AI股反攻台燿、台光電權證得利](https://i0.wp.com/api.multiavatar.com/AI%E8%82%A1%E5%8F%8D%E6%94%BB%E5%8F%B0%E7%87%BF%E3%80%81%E5%8F%B0%E5%85%89%E9%9B%BB%E6%AC%8A%E8%AD%89%E5%BE%97%E5%88%A9.png?apikey=viVnb6N20jclO8)
AI股反攻台燿、台光電權證得利
https://tw.stock.yahoo.com
CCL廠台燿今年首季雖因認列所得稅費用4.96億元,導致其罕見出現單季稅後虧損,然第二季獲利隨即回穩,上半年累計稅後純益6,193.8萬元,每股稅後純益(EPS ...
![《台北股市》AI股反攻台燿、台光電權證得利](https://i0.wp.com/api.multiavatar.com/%E3%80%8A%E5%8F%B0%E5%8C%97%E8%82%A1%E5%B8%82%E3%80%8BAI%E8%82%A1%E5%8F%8D%E6%94%BB%E5%8F%B0%E7%87%BF%E3%80%81%E5%8F%B0%E5%85%89%E9%9B%BB%E6%AC%8A%E8%AD%89%E5%BE%97%E5%88%A9.png?apikey=viVnb6N20jclO8)
《台北股市》AI股反攻台燿、台光電權證得利
https://tw.stock.yahoo.com
... 台股AI族群也發動反攻,次族群同樣受惠資金挹注,銅箔基板(CCL)需求受AI伺服器帶旺,台燿(6274)、台光電(2383)第二季獲利表現亮眼,下半年業績 ...
![《熱門族群》外資喊買CCL雙雄台光電一度大漲9%](https://i0.wp.com/api.multiavatar.com/%E3%80%8A%E7%86%B1%E9%96%80%E6%97%8F%E7%BE%A4%E3%80%8B%E5%A4%96%E8%B3%87%E5%96%8A%E8%B2%B7CCL%E9%9B%99%E9%9B%84%E5%8F%B0%E5%85%89%E9%9B%BB%E4%B8%80%E5%BA%A6%E5%A4%A7%E6%BC%B29%25.png?apikey=viVnb6N20jclO8)
《熱門族群》外資喊買CCL雙雄台光電一度大漲9%
https://tw.stock.yahoo.com
【時報記者張漢綺台北報導】AI伺服器進入高成長期,亞系外資看好銅箔基板(CCL)廠台光電(2383)及台燿(6274)前景,預估台光電及台燿明年每股盈餘分別 ...
![《熱門族群》金像電、台光電、台燿AI大贏家外資掀喊價潮](https://i0.wp.com/api.multiavatar.com/%E3%80%8A%E7%86%B1%E9%96%80%E6%97%8F%E7%BE%A4%E3%80%8B%E9%87%91%E5%83%8F%E9%9B%BB%E3%80%81%E5%8F%B0%E5%85%89%E9%9B%BB%E3%80%81%E5%8F%B0%E7%87%BFAI%E5%A4%A7%E8%B4%8F%E5%AE%B6%E5%A4%96%E8%B3%87%E6%8E%80%E5%96%8A%E5%83%B9%E6%BD%AE.png?apikey=viVnb6N20jclO8)
《熱門族群》金像電、台光電、台燿AI大贏家外資掀喊價潮
https://tw.stock.yahoo.com
【時報記者張漢綺台北報導】AI伺服器引爆PCB及銅箔基板材料升級潮,外資看好金像電(2368)、銅箔基板雙雄台光電(2383)及台燿(6274)是AI浪潮大贏家, ...
![台光電(2383) vs 台燿(6274)](https://i0.wp.com/api.multiavatar.com/%E5%8F%B0%E5%85%89%E9%9B%BB%282383%29+vs+%E5%8F%B0%E7%87%BF%286274%29.png?apikey=viVnb6N20jclO8)
台光電(2383) vs 台燿(6274)
https://www.fugle.tw
個股代號: 2383 6274, 股票簡稱: 台光電台燿, 商品類型: 股票股票, 交易市場: 上市上櫃, 公司全名: 台光電子,台光電子材料台灣聯邦,台燿科技,台燿 , 產業類別: 電子零 ...
![台光電、台燿外資喊買| 市場焦點](https://i0.wp.com/api.multiavatar.com/%E5%8F%B0%E5%85%89%E9%9B%BB%E3%80%81%E5%8F%B0%E7%87%BF%E5%A4%96%E8%B3%87%E5%96%8A%E8%B2%B7%7C+%E5%B8%82%E5%A0%B4%E7%84%A6%E9%BB%9E%7C+%E8%AD%89%E5%88%B8+-+%E7%B6%93%E6%BF%9F%E6%97%A5%E5%A0%B1.png?apikey=viVnb6N20jclO8)
台光電、台燿外資喊買| 市場焦點
https://money.udn.com
報告指出,台燿將受惠AI/800G交換器需求成長,且台燿在一般伺服器比重較低,因此較不會受到AI伺服器蠶食一般伺服器的影響。野村預測,從2022~2025年,台 ...
![從AI 看PCB、CCL、IC 基板機會!外資點名台光電、台燿](https://i0.wp.com/api.multiavatar.com/%E5%BE%9EAI+%E7%9C%8BPCB%E3%80%81CCL%E3%80%81IC+%E5%9F%BA%E6%9D%BF%E6%A9%9F%E6%9C%83%EF%BC%81%E5%A4%96%E8%B3%87%E9%BB%9E%E5%90%8D%E5%8F%B0%E5%85%89%E9%9B%BB%E3%80%81%E5%8F%B0%E7%87%BF.png?apikey=viVnb6N20jclO8)
從AI 看PCB、CCL、IC 基板機會!外資點名台光電、台燿
https://technews.tw
外資分析,從競爭格局來看,台光電聲稱在AI 相關CCL 市場占有率超過60%,松下在Google TPU(張量處理器)相關板卡市場占有率較高,台燿在部分AI 伺服器ODM ...
![美系外資對台燿、聯茂、台光電看法不一,看衰聯茂、台光電股價](https://i0.wp.com/api.multiavatar.com/%E7%BE%8E%E7%B3%BB%E5%A4%96%E8%B3%87%E5%B0%8D%E5%8F%B0%E7%87%BF%E3%80%81%E8%81%AF%E8%8C%82%E3%80%81%E5%8F%B0%E5%85%89%E9%9B%BB%E7%9C%8B%E6%B3%95%E4%B8%8D%E4%B8%80%EF%BC%8C%E7%9C%8B%E8%A1%B0%E8%81%AF%E8%8C%82%E3%80%81%E5%8F%B0%E5%85%89%E9%9B%BB%E8%82%A1%E5%83%B9.png?apikey=viVnb6N20jclO8)
美系外資對台燿、聯茂、台光電看法不一,看衰聯茂、台光電股價
https://tw.stock.yahoo.com
【財訊快報/記者劉居全報導】美系外資在最新出爐的PCB/CCL報告中表示,對於台燿(6274)、台光電(2383)及聯茂(6213)看法不一,其中重申台燿「買進」評 ...