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Chinatimes
@chinatimes.com · 1 hour

《電通股》文曄AI動能不墜!3美系外資喊買 最高目標價365元

《電通股》文曄AI動能不墜!3美系外資喊買 最高目標價365元
美系外資指出,受惠車用、工業、資料中心及消費性電子需求成長,文曄第二季營收季增20%,毛利率與營益率均符合預期,整體獲利則分別高於該外資及市場共識預估14%與18%。展望第三季,工業、通訊及智慧型手機業務可望較第二季成長,但資料中心業務受到ASIC客戶出貨節奏調整影響,單季出貨可能季減,因此以財測區間中位數計算,第三季整體營收預估將與第二季大致持平。不過,文曄董事長仍看好下半年...
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