台股晨訊：玉山晨訊

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ѳҦܼजӏଓขᓻܼႲ෉ᐮᓿٗ޷ٴ஽љᏳژڨ޷ȂϛႇѯᡞѯᑗႬഷࡤΚዻ⥞ᔇՎ҂ዻᏳयᅜൾ݃ᡘԞᔨȂࣻСᗻܼᄈᅜൾົႇ4%пαߓ౫ᆘઁ৶Ȃࡿ኶ಥൠ༊αᅜ211.66ᘉȂᅜൾ0.46%Վ46,255.26ᘉȄѯ޷ҭۧࠊґԞඉ5СְጤȂӼРੀۧ׌ґቩ஽ȂՅ6УۼഷࡤංঐһܿСᗚԥݳ΢ձவ՘௒ຶዻМእȂѠпᢏᄇѵၦ෉౫ೳᐈձРӪԥ֐ᙾӼȂпІसᒋၦϬґԥ݃ᡘ෶ጇȂࡿ኶Ѡ૗ᆱࡼୣ໣Ꭻᕞᐡ౦ၷାȄ |ݚϸ޷ঐ |२्ུݚᆹϸ „ା೾ђΤAI ASIC׌᏾ᝰލҪዦϾ(Ϗ୧A3)„ෂ੊ӲЁޥශ༬ή໱െᅜ(Ϗ୧B1)„හ٥ҭዀቌαࣽ3,600ϰ(2345)(စᔽC2) |ݚᖃစϸ „5Уज୾ᐍᡞᄃ፵੒ໍາߓ౫„ᄃ፵੒ໍາөಡ໷ߓ౫„PCEݚಡ໷ϸ„೾ᑸϬାȂկႲ෉஡ᛨؐ७Վ2%ҭዀ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋ѳज޷ѳτࡿ኶ᅜӼໂЎȂၿᛞࡿ኶αᅜ0.14%Ȃໍາљαᅜ3.59%ȂѯᑗႬADRίໂ1.23%Ȅ„໋ѳҦܼजӏଓขᓻܼႲ෉ᐮᓿٗ޷ٴ஽Ȃϛႇѯژڨ޷љᏳᡞѯᑗႬഷࡤΚዻ⥞ᔇՎ҂ዻᏳयᅜൾ݃ᡘԞ ᔨȂࣻᄈܼСᗻᅜൾົႇ4%пαߓ౫ᆘઁ৶Ȃࡿ኶ಥൠ༊αᅜ211.66ᘉȂᅜൾ0.46%Վ46,255.26ᘉȂԚ᚟࣐ߝһ13,680.77ቈϰȄαҀѵၦ፳ົ405.1ቈϰȂ׺߭ຶົ174.17ቈϰȂՍᕋ୧፳ົ70.01ቈϰȂήτݳ΢Ӭॏ፳ົ300.94ቈϰȄαҀᒋၦቩђ35.44ቈϰȂᒋၦᎸ᚟࣐6,110.01ቈϰȂαᘤᒋၦቩђ10.09ቈϰȂᒋၦᎸ᚟࣐2,111.15ቈϰȄ„ዻ८ఋထР८ȂႬφίໂ2.63%ȃߝᒋίໂ2.08%ႬαᅜߝߩІ0.83%ȄөఋထϜп༮ጳȃҢ׭ᚃᕜȃϾᏱ Ң׭ᚃᕜȃӏႬ๊ߓ౫ၷٺαᅜົႇ1%пαȇߓ౫৶༗ఋထ࣐љᏳᡞȃႬφȃߝᒋߴᓏࣲ๊ίໂົႇ2%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑෶Ў274πȂґ҂ঙӼ൑ژٿ3,003πȇ׺߭Ӽ൑ቩђ164πȂґ҂ژٿঙӼ൑60,921πȇѵၦޫ൑෶Ў2,554ژٿ൑ޫπȂґ҂ঙ81,051πȂήτݳ΢ޫ൑෶Ў2,444πȂژٿ൑ޫґ҂ঙ17,127πȄ / AI ASIC(A3) AI ASICAIDragonfly2029150AI ASIC AI ASICNvidiaGoogleAWS AIAIASIC4Q26202027202720282027AI ASICSOCAI ASICAI2Q2620262027EPS63.4106.18 „(B1) AI618235326488 AIAI12AI86AI2026/2027EPS21.86/ 31.28 3,600(2345)(C2) (2345)AI3,600 2026(1)AWS202620273.757.5Trainium 3(2)L6L11AI2023L11(Rack)1Q262Q263Q26(3)1.6T2H26NeoCloud1.6T2027(4)(OCS)NvidiaBroadcom2026/202756.3%/40.9%3,880.5/5,467.7EPS85.83/126.033,400 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „5Уज୾ᐍᡞᄃ፵੒ໍາߓ౫Ȉ5Уज୾ᄃ፵ঐ΢੒ໍາМяȞPCEȟ᚟࣐ߝ16.77ӑजϰȂУቩ0.3%ȃԒቩ2.1%ȂತॏԒቩङ2.0%ȄᐍᡞՅّȂ5Уᄃ፵੒ໍາᆱࡼᛨୋᘘ஼ȂУቩ౦ᗷ༊0.3%ȂկӶ೾ᑸϬڏᘈܓІାւ౦ᕘძίȂᄃ፵МяϬࡼ៊ԚߞȂᡘұज୾ঢ়৴੒ໍາ୞૗ۧڏ໶ܓȄӶഽ୞Ҁൠᆱࡼᛨୋȃᖡၦࡼ៊ԚߞȂпІႇџತᑗޠົ᚟ᓾᇌϬණٽഌϸМእίȂज୾ϲሰۧґя౫݃ᡘ७ྤܗτൾຉᕼޠၭຬȂ੒ໍາϬМእစᔽԚޠߞ२्୞ΩȄ „ᄃ፵੒ໍາөಡ໷ߓ౫Ȉөಡ໷ϜȂпटεଓߓ౫ഷ࣐ऐяȄटεଓȞ᠍२12.8%ȟ5У੒ໍາߝ᚟࣐2.166ӑजϰȂУቩ0.9%ȃԒቩ2.3%Ȃл्ٚآڨᇅႮӈ੒ໍາӶ4УτൾίྥࡤӲЁܛழ୞ȂԚ࣐ҐУᄃ፵੒ໍາԚޠߞл्ଔᝧٿྜȄѫΚР८Ȃ݉ଡ଼੒ໍາȞ᠍२66.1%ȟϬᆱࡼᛨୋԚߞȂୋஷᚃᕜᇅߝᒋ݉ଡ଼ࡼ៊ණٽМእȂկᐍᡞ݉ଡ଼᜹Уቩ౦࣐0.2%ޠ᜹ࠣ୧ܼȂ౲մ0.5%ȄϛႇȂᚃᕜȃߝᒋ๊л्݉ଡ଼໷ҭϬᆱࡼᛨۢҔԚߞȂᡘұ֊ٻ८ᖞ೾ᑸᇅାւ౦ᔇΩȂज୾ঢ়৴੒ໍາ๗ᄻٸดᛨୋȂᐍᡞϲሰϬڏԥࣻ࿌໶ܓȄ „PCEಡ໷ϸݚȈ5УPCE኶Уቩࡿቌޑ0.4%ȃԒቩ4.1%ȇਰЗPCEȞতଷॶࠣ૗ྜȟУቩ0.3%ȃԒቩ3.4%ȂಓӬҀൠႲ෉Ȅ5౫֖೾ᑸޠУȶ૗ྜ஽ܝȃ݉ଡ଼ჭାȷޠ๗ᄻܓ੬ኊȄ૗ྜቌੀ൑Уτᅜ4.0%ȃԒቩ24.3%Ȃ௱Ёᐍᡞ೾ᑸޠഷл्୞ΩȂޣ௦ଔᝧ൑УPCE 0.4%ቩൾϜޠΚљȄᏒᆔ୧ࠣ᜹ȞԄटεଓȟӱٽᔗᜧ׾๢Յቌੀٗ҂Ȃկ݉ଡ଼᜹೾ᑸޠᘈܓ྄஽ȞУቩ0.5%ȟȂঅூ੽ཏޠȂ5У௱Ё೾ᑸޠ૗ྜӱષȂߗ෉я౫݃ᡘЇᙾȄ࣐ίљԒ೾ᑸഃؐ७ྤණٽМእȄ „೾ᑸϬାȂկႲ෉஡ᛨؐ७Վ2%ҭዀȈЉ࢓ԄӤFEDۣসࡅ཈ලȞJohn C. WilliamsȟᅌяȂ࿌ࠊ೾ᑸϬሊܼା2%ߞޠ෉ҭዀȂл्Ї࢏ໍπᜱใቩђȃϜݎፑऐᏳय૗ྜᇅ୧ࠣቌੀαᅜȂпІAIࣻ஽ޠࠣ೛౱׭ᜱࠑሰؒȄґٿ೾ᑸٗ༗Ȃᓎ຀ᜱใኈ៫੒ଞȃٽᔗᜧϜᘟୱᚡႲ෉၍؛ȂпІҀൠ઩ܺߝጦȂ೾ᑸႲॏ஡ഛ៊ί७Ȅࡅ཈ලႲขϭԒۼᐍᡞ೾ᑸ஡ࡼ៊ί७Ȃܼٯ2028ԒҔԓႁԚ2%෉ҭዀȄߞޠ ၦਠٿྜȈඈീȃҞύ׺៬(2026/06/26) αҀᘤࠊΫτ᠍অ޷ᅜໂൾ ӓ౩޷ҀІ୧ࠣቌੀၦଊ኶ࡿዊज Ҟύᜍڕ׺ၦ៬ୱ޷ӌԥ४ϵѨȞпίᙐᆏȶҞύ׺៬ȷȟ࣐ҞύߝᒋٲཿထϟԚসȄ ःفൣ֚ѠՍҐϵѨᆪય( www.esunconsulting.com.tw )ᎨȄڦ ෉ೳһڏܿറା࡚ଓଡ଼ᄺఝਞݏȂॴᓏࣻၷ޷ܼಊҼၷାȂһܿ΢໹ڏറЩၷାޠॴᓏڨܜโ࡚Ȅ ݃΢সᖑفः ᢏᘉȄܗឋ࡛ޠ֚ൣفҐःܼՍٿঐ΢ൣႎڐณӉե݃΢সᖑفः ݃ռೱᖑ Ҟύ׺៬ϑଭᄈൣ֚ϲৡΩؒҔጃȂٯ࣐ःف΢স൸ڐ஠ཿ૗Ωණٽϟ๢ཏϸݚȂଓଡ଼ႲզІ׺ၦຠ๊߾൸ൣ֚ึ՘࿌ਣȂܛԞ໲ϟၦଊໍ՘Ӭ౪ϟցᘟȂСࡤसԥၦଊུȂҞύ׺៬஡ϛଭᄈԫൣ֚яڏུ೾ޤȄҐൣ֚༊ٽ׺ၦ΢୥ՄȂҞύ׺៬ϛ॓Ӊե׺ၦࣵᖬϟࡢݳೱӉȂԄЖңҐНȂ໹စҐϵѨӤཏȄ හኌଓ౱᠍݃ᖑ Ґၦਠө໷ϲৡϟө໷᠍ւІහኌଓ౱᠍Ȟєࢃկϛ४ܼ຀ձ᠍ȃ஠ւ᠍ȃ୧ዀ᠍๊ȟְ឵Ҟύ׺៬ܛԥȄଷߩᕖூҞύ׺៬ࠊٲਫ८ӤཏѵȂְϛூ᏿ՍпӉեםԓፓᇨȃ२ᇨȃঔ׾ȃึ՘ȃα༉ȃ஼ຯȃ༉ଛȃයոȃϵ໡༉ክȃ೰୶ڐܗуٻݳߩңҐၦਠȄଷߩԥ݃ጃߓұȂҐၦਠϟණٯٽณ݃ұܗཱུұ௳᠍ີРӉե຀ձ᠍ȃ஠ւ᠍ȃ୧ዀ᠍ȃ୧ཿᐡஞܗӉեڐуහኌଓ౱᠍Ȅ