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台光電上6千 南亞連噴3漲停 外資喊讚CCL「邊買邊升評」
台光電上6千 南亞連噴3漲停 外資喊讚CCL「邊買邊升評」。AI浪潮引爆高階CCL供需吃緊,台廠供應鏈迎來結構性毛利率調升,台光電、台燿、聯茂、南亞、台玻等,今日股價連袂噴發,掀起新一波漲價與評價調高行情。CCL漲價行情大爆發CCL產業正迎來超級週期,AI伺服器與800G交換器規格升級導致產能嚴重吃緊。受漲價效益與產品組合優化帶動,外資紛紛調高各大廠目標價。台股今日CCL板塊表...
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