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Setn
@setn.com
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重電股/東元Q2利多多 新目標價曝
東元(1504)受惠AI資料中心、台電強韌電網及海外基礎建設需求持續升溫,電力能源事業動能強勁,並透過併購馬來西亞Dynaciate深化東南亞布局。兩家本土券商大多維持好評,其中一家法人指出,東元電力能源事業已成為主要成長引擎,隨海外訂單擴張與資料中心需求持續增加,維持「增加持股」評等,目標價81元,而另一家本土券商則把目標價定在83元。 東元1Q26營收142.35億元,季...
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