AI帶動被動元件需求大增，國巨（2327）身價水漲船高。鈞弘資本執行長沈萬鈞指出，AI伺服器對MLCC需求量激增，如Rubin VR200機櫃需求量較前代增加近80%，高階產能排擠引發漲價循環。大摩、小摩及里昂證券等外資紛紛調升國巨目標價至千元以上。除MLCC外，鉭電容與電阻也迎來供需緊俏。華新科亦發出漲價函，顯示產業重演2017年超級循環，市場正從AI需求增加轉向結構性供需改變。 0 0 MAXIMUS Infomundi's AI Listen Turning complex stories into clear, actionable insights. Complete the captcha to unlock Maximus Chat with Maximus Ask anything about this story
熱門股／被動元件還能更旺？ 大摩新報告曝
AI帶動被動元件需求大增，國巨（2327）身價水漲船高。鈞弘資本執行長沈萬鈞指出，AI伺服器對MLCC需求量激增，如Rubin VR200機櫃需求量較前代增加近80%，高階產能排擠引發漲價循環。大摩、小摩及里昂證券等外資紛紛調升國巨目標價至千元以上。除MLCC外，鉭電容與電阻也迎來供需緊俏。華新科亦發出漲價函，顯示產業重演2017年超級循環，市場正從AI需求增加轉向結構性供需改變。
Turning complex stories into clear, actionable insights.
Complete the captcha to unlock Maximus
Share this article:
Yahoo
Brought to you by InfomundiLike this publisher? Add them to your personal feed and combine publishers, tags, and categories to build a custom news page just for you.
Related coverage
Tags
%，高階產能排擠引發漲價循環。大摩、小摩及里昂證券等外資紛紛 MLCC 外，鉭電容與電阻也迎來供需緊俏。華新科亦發出漲價函 伺服器對 MLCC 熱門股／被動元件還能更旺 需求量激增，如 RubinGlobal Coverage
This story is being covered by 0 countries
Trending