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Chinatimes
@chinatimes.com
·
2 hours
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《電零組》美系外資下修目標價 台達跌停
儘管台達電(2308)董事長鄭平認為AI成長趨勢不會改變,且鄭平表示,第4季營收一定會成長,由於產品價格已陸續調漲反應成本,應該不會比第3季差,但市場擔憂近期AI資料中心建置面臨許多挑戰,美系外資最新報告將台達電目標價下修至1715元,台達電盤中股價跌停。 AI資料中心成為台達電營運高成長主要推手,受惠於AI資料中心電源/散熱(液冷散熱)/零組件/基礎設施需求強勁,四大產品線...
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