鴻準EPS上調真假結構改善？從毛利率與產能利用率拆解獲利品質

勤誠(8210)飆到1400元漲近9%，法說前追高還撿得起嗎？

勤誠(8210)股價上漲，盤中漲幅8.53%報1400元，延續AI伺服器機殼題材熱度。市場主軸聚焦於首季每股純益創高與AI資料中心需求強勁，加上今日法說會即將釋出後續營運展望，資金提前卡位法說行情，使股價再度被往上推。雖然4月營收月減，仍維持近五成年增，市場解讀為新舊專案轉換下的高成長基礎調整，對中長線AI基礎建設迴圈仍偏正面。整體來看，盤面偏向先前回檔後的多頭趨勢延續，短線追價力道與高檔震盪風險需同步評估。 技術面來看，勤誠股價前期一路脫離周、月、季線，屬強勢主升段格局，但乖離偏大後，近日曾出現長黑K與技術指標Death Cross訊號，顯示短線動能一度轉弱，屬高檔震盪消化階段。籌碼面方面，近期外資多日站在賣方，投信與部分主力則逢回承接，顯示中長線資金仍在佈局，但短線高檔換手頻繁，融資放大也拉高修正風險。後續關鍵在於股價能否穩守近期法人集中區與重要短天期均線，一旦量縮穩住不再爆量震盪，有利多頭健康輪動，若再見大量長黑，則須留意短線調整時間拉長。 勤誠為臺灣伺服器機殼龍頭，聚焦伺服器機殼、機櫃與相關電腦周邊產品，直接受惠全球AI伺服器與雲端服務商資本支出擴張，產業位置明確。公司透過機櫃與高階冷卻解決方案切入AI資料中心長線成長，近期營收維持高檔，基本面支撐評價在相對高位區間。綜合今日盤中走勢與前期籌碼結構，股價雖維持多頭主架構，但本益比不低、短線波動放大，操作上宜區分持股週期：中長線可觀察AI伺服器出貨節奏與新產品量產進度，短線則需嚴設停利停損價位，避免在高檔換手與法人調節下承擔過度回檔風險。

勤誠(8210)飆到1265元漲停，高檔本益比拉升還追得動嗎？

勤誠(8210)股價上漲，盤中漲停報1265元。 勤誠(8210)盤中漲幅約10%，股價鎖在1265元漲停板，買盤明顯追價。主因市場聚焦美系四大CSP再度上修AI相關資本支出，帶動AI伺服器機殼、機櫃族群情緒升溫，資金迴流臺灣伺服器機殼龍頭個股。輔以公司今年以來月營收維持高成長動能，法人預期中長期獲利持續上修，推升短線趨勢交易與量能動能同步集中在領頭股上，帶出今日的漲停表態。 技術面與籌碼面部分，從技術面來看，勤誠股價近日已站上短中期均線之上，日、週線維持多頭排列結構，近20日股價漲幅超過兩成，顯示波段多頭動能強勢。MACD維持在零軸上方、週KD向上，偏多格局未壞。 籌碼面部分，前一交易日至近日三大法人雖有高檔調節，但投信與自營商多數維持偏多操作，自營商先前有連續加碼紀錄，主力近20日買超比例仍在正值區間，顯示高檔換手中多頭尚掌主導權。後續觀察重點在於漲停解鎖後量價是否維持健康輪動，以及法人買盤能否續進支撐高檔整理。 公司業務與後續觀察方面，勤誠為臺灣伺服器機殼與機櫃龍頭廠，主要產品涵蓋伺服器機殼、機櫃及相關電腦週邊系統整合，屬電子–電腦及週邊裝置產業鏈核心供應商。隨全球AI伺服器與資料中心建置加速，CSP資本支出持續放大，帶動機櫃與客製化機殼需求，搭配公司近期營收年成長明顯，成為市場追價主軸。 今日盤中漲停反映資金對AI機櫃長線成長的提前佈局，但股價本益比與股價位階已偏高，波動風險加大。後續需留意AI伺服器出貨節奏、CSP資本支出變化及法人評價調整，一旦量縮拉回或法人轉為賣超，短線追價部位需嚴設停損與持股控管。

勤誠(8210)衝上1085元、逼近前高壓力帶，AI伺服器概念這價位還能追嗎？

🔸勤誠(8210)股價上漲，盤中漲幅3.83%至1085元 勤誠(8210)盤中股價來到1085元，上漲3.83%，延續近期強勢走高格局。買盤主軸仍圍繞在AI伺服器題材，市場聚焦GB與HGX等高階機櫃放量出貨，帶動伺服器機殼龍頭評價持續往上修正。同時，公司今年以來月營收維持高成長，首季單月營收年增動輒四至七成水準，強化市場對後續季報與今年獲利成長動能的想像。搭配外資與投信近日回補、主力近5日偏多佈局，盤面資金願意在高價區承接，短線呈現多方主導格局，後續留意量能是否能穩定維持，以支撐高檔評價。 🔸勤誠(8210)技術面與籌碼面觀察 技術面來看，勤誠股價近日站穩在日、週、月及季線之上，均線多頭排列，結構偏多，技術指標如MACD維持零軸上方、RSI與KD位階偏高，顯示多頭動能仍在延續中，股價距離歷史高點區間不遠，已進入前高壓力帶的攻防階段。籌碼面部分，近日三大法人多以買超為主，外資連續多日加碼，股價也穩居法人與主力成本線之上；主力近5日買超比例轉正且明顯偏多，大戶與融資籌碼集中度提升。短線若能在千元上方維持量價健康整理，有利多頭續攻，重點觀察外資是否延續買超與主力是否持續偏多不變。 🔸勤誠(8210)公司業務與盤中動能總結 勤誠為臺灣伺服器機殼龍頭，屬電子–電腦及週邊裝置產業，主力產品涵蓋伺服器機架、機殼及相關結構件，受惠全球AI伺服器與雲端資料中心資本支出快速擴張，長線受惠度高。基本面上，近期月營收年增動能強勁，本益比約落在二十多倍水準，市場以成長股角度定價。今日盤中股價在高檔續強，反映AI伺服器機殼需求與法人預期未來獲利持續成長的共識。不過股價已處相對高位，短線追價須留意技術指標過熱與高檔震盪風險，操作上建議以拉回量縮守關鍵均線的支撐測試為後續佈局與加碼參考，並持續關注後續財報與AI伺服器出貨節奏是否符合市場高成長預期。

營邦(3693)飆到547元亮燈漲停，營收還在年減這裡能追還是該等拉回？

營邦 (3693) 12:35 報價547元，漲幅9.84%亮燈漲停，盤面明顯有資金鎖定伺服器機殼與AI伺服器機櫃相關題材，成為今日電子族群中相對強勢標的。雖然2025年底以來月營收連續數月年減、近期2月營收仍呈顯著衰退，但市場資金更聚焦在AI伺服器與高效運算擴產帶來的中長線成長預期，以及法人對2025、2026年營收與獲利明顯成長的推估，帶動情緒性買盤進場。加上社群與散戶端多頭情緒偏熱，對未來獲利與股價空間預期樂觀，使得短線多方順勢推升股價攻上漲停板。 技術面來看，營邦股價自今年以來已大幅脫離過去整理區，近日沿均線呈多頭結構，高檔震盪後再度放量走強，顯示多頭趨勢尚未被破壞。不過在長波段漲幅累積下，股價已明顯高於先前法人研究報告的目標價區，技術乖離偏大下，後續容易出現拉回測試均線支撐的技術修正。籌碼面部分，近期三大法人短線時而站在賣方，顯示中長線法人追價態度相對謹慎，但過去一大段時間主力籌碼持續進出，股價仍維持在高檔區間，顯示主力有節奏控盤色彩。後續需留意漲停打開時的量價變化，以及主力是否續鎖或趁高調節，一旦高檔換手量過大不易再攻，短線波動風險將加劇。 營邦為伺服器機箱殼製造廠，同時提供系統與散熱整合解決方案，產品涵蓋產業用電腦與伺服器機箱、儲存平臺及系統平臺，主要受惠於雲端資料中心與AI伺服器建置需求升溫。雖然近期月營收仍處年減與整理期，短期基本面尚未完全跟上股價漲幅，但市場已先反映未來AI伺服器、AMD與NVIDIA新平臺相關訂單的成長想像。整體來看，今日漲停代表資金對AI機殼族群的題材認同度仍高，但在本益比與評價已推升的情況下，投資人需留意營收與獲利能否如預期在2025至2026年顯著成長，若後續財報或接單不及預期，高檔修正壓力不容小覷。操作上建議以題材與數字的落實情況，搭配技術支撐與主力動向作為風險控管依據。

乙盛-KY(5243)亮燈漲停後還能追嗎？AI伺服器與低軌衛星題材下的風險與關鍵觀察

2026-04-08 09:09 0 🔸乙盛-KY(5243)股價上漲，亮燈漲停103.5元、多頭動能急攻 乙盛-KY(5243)股價上漲9.99%，盤中報價103.5元直接攻上漲停，顯示多頭買盤急拉。不僅延續市場對其切入AI伺服器機殼、低軌衛星供應鏈與車用等成長題材的期待，先前法人多數給予偏多評價，也為資金追價提供支撐。近期市場資金明顯往AI伺服器與衛星通訊概念集中，在前波已連續上攻後，今日再度鎖漲停，反映短線多頭情緒高檔延燒，盤面焦點集中在能否維持鎖單與量價結構不失控。 🔸乙盛-KY(5243)技術面與籌碼面：多頭排列成形、主力持續偏多佈局 技術面來看，乙盛-KY近期股價已脫離先前約70至90元的大區間整理，站上週、月、季等中短期均線，結構趨向多頭排列，短線強勢格局確立。從前一交易日至近日的籌碼來看，外資雖有短暫調節，但累計先前仍有明顯加碼，自營商與主力近一段時間偏向買超，使主力持股比重提升，顯示籌碼有往特定大戶與法人集中的味道。由於股價已突破前波高檔區，後續要觀察的是漲停解鎖後的承接力道，以及90元附近是否形成新的支撐帶，若回測量縮守穩，將有利多頭趨勢延續。 🔸乙盛-KY(5243)公司業務與後續觀察重點 乙盛-KY為鴻海集團旗下電子–光電族群的消費性構件與機構件製造廠，主力產品包括模具、塑膠及五金製品，近年積極卡位AI伺服器機殼、低軌衛星裝置及車用機構件等高毛利應用，並受惠供應鏈區域化及墨西哥產能佈局，有利接更多北美訂單。基本面上，近期月營收仍在調整，但市場押注AI伺服器與低軌衛星中長期成長，使評價有拉升空間。今日盤中強鎖漲停，代表資金對未來成長性的積極定價，但股價短時間漲幅已大，波動風險同步放大，操作上需留意漲多技術性修正與籌碼鬆動風險，後續可持續追蹤營收回溫節奏與法人買盤是否延續。 🔸想更快掌握大戶散戶即時籌碼變化？ 👉🏻下載【籌碼K線】，一圖秒懂現在誰在買！ 追蹤法人、大戶、主力動向，全盤行情不漏接。 https://www.cmoney.tw/r/2/rr58e7 文章相關標籤

3013晟銘電盤中漲7.91%攻到116元！AI機殼爆單下外資反賣，還能追還是該抱？

3013晟銘電：穩健漲幅7.91% 提升市場關注 晟銘電(3013)近期表現亮眼，盤中股價上漲達7.91%，報價116元，因應全球對AI伺服器機殼的需求持續增長。作為OEM/ODM專業代工廠商，晟銘電主打MIM零組件和各類電子產品的製造，營運狀況良好。根據券商報告分析，其2024年至2025年預將進入高速成長期，營收預估分別增長69%及44%，未來EPS預計達4.26元及6.48元，顯示獲利能力上升。市場預期AI及其基礎建設需求將進一步提振股價，本週表現隨大盤走強而強勁上漲，投資者對其後市保持正面看法。 近五日漲幅及法人買賣超： 近五日漲幅：0.94% 三大法人合計買賣超：-1598.02 張 外資買賣超：-2114.403 張 投信買賣超：282 張 自營商買賣超：234.383 張 點擊下方連結，下載或開啟籌碼K線，可以獲得更多第一手股市相關資訊哦！ https://chipk.page.link/R5kH

勤誠(8210) 被大和首度納入觀察！AI 伺服器機殼帶動營收、獲利年增 37% 能撐到 1200 嗎？

勤誠 (8210) 伺服器機殼龍頭廠 勤誠 (8210) 在 2026 年伺服器出貨預期增溫之下，近期股價表現走強。外資大和資本於最新報告中首次納入觀察，隨多項人工智慧 AI 伺服器機殄量產，勤誠營運將有顯著成長，因此給予「買進」評等，目標價 1200 元。 美國雲端服務商資本支出增加，機殼需求與售價同步提升 大和資本指出，勤誠受惠美國雲端服務商 (CSP) 的資本支出增加，帶動一般伺服器及 AI 伺服器機殼的需求，且在日益複雜的設計下，機殼產品平均售價不斷提升，皆對公司後續營運有利。大和資本預測，勤誠 2025 年至 2027 年營收年複合年增長率 (CAGR) 將達 37%，其中主要受到 AI 伺服器，包含 ASIC 和 NVL72 等貢獻推動，預計全球 AI 伺服器的營收占比將在 2025 和 2026 年分別達 56% 與 65%。 獲利複合年增長率同步達 37%，毛利率略受產品組合影響 獲利能力方面，大和資本預期 AI 伺服器將有助於提升毛利，但勤誠 2026 年至 2027 年的毛利率將略低於 2025 年，主因產品組合轉向 NVL 和 ASIC 機殼，且隨著產品趨於成熟，將面臨些許壓力。不過基於穩健的營收複合年增長率及毛利率擴張，2025 年至 2027 年的獲利複合年增長率亦將達到 37%。 ASIC AI 伺服器成最大貢獻來源，美國客戶占營收逾五成 大和資本進一步觀察勤誠 2026 年 AI 產品組合，其中最大宗貢獻為 ASIC AI 伺服器領域，其中主因勤誠主要客戶正積極投入。目前公司在運算匣機殼為第二級供應商，但在交換機匣機殼則為第一級供應商，後者預計於 2026 年下半年起被新一代產品採用，全部美國客戶總計將貢獻 54% 的營收。

【11:45 即時】勤誠盤中強彈逾4%：ETF換股點火，但短線賣壓還在，AI伺服器機殼龍頭能撐多久？

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class="flex items-center"><figure class="w-40px h-40px pos-relative cursor-pointer"><span></span><div id="PcAuthorWrapper-4ff25385-d3e8-11f0-8184-2978754c8c3c" un-laptop="block" un-mobile="hidden"><div class="invisible pos-absolute top-[100%] p-t-8px text-14px w-350px z-996"><div class="rounded-8px cursor-default p-16px overflow-hidden bg-#fff shadow-[0_0_2px_0_rgba(38,38,38,0.20),_0_2px_10px_0_rgba(38,38,38,0.10)]"><div><div class="m-b-8px"><a href="/cmoneyairesearcher" class="flex items-end font-600 block hover:decoration-#3b5998 hover:underline" style="color:#3b5998;"><figure class="m-b-8px w-16px h-16px mr-8px"><span></span></figure> CMoney 研究員</a></div><div><p class="text-14px font-400 text-left author__desc line-height-28px" style="color:#595959;">CMoney 團隊透過 AI 結合股市，每日提供重點股票的新聞事件，期望讓投資人更有效率找到各種投資標的的投資事實。</p></div></div></div></div></figure><a href="/cmoneyairesearcher" class="h-24px ml-12px"><p un-tablet="text-16px font-600" un-mobile="text-14px font-500">CMoney 研究員</p></a></div><div><div un-tablet="flex flex-row items-center" un-mobile="flex-col items-start"><div class="articleContent__time" un-tablet="text-14px" un-mobile="text-12px"><p style="color: #595959;">2025-12-08 11:45</p></div><div style="" class="flex items-center ml-16px text-#595959" un-tablet="ml-16px" un-mobile="ml-0"><img onerror="this.setAttribute(&#39;data-error&#39;, 1)" width="16" height="16" data-nuxt-img srcset="/_ipx/s_16x16/images/icon/eye-md.png 1x, /_ipx/s_32x32/images/icon/eye-md.png 2x" src="/_ipx/s_16x16/images/icon/eye-md.png"><span class="m-l-4px">16</span></div></div></div><hr class="m-t-8px"></div><div class="articleContent__tagWrapper"><!--[--><div class="tagLink" title="「勤誠(8210)」標籤"><!--[--><!--]--><a href="/tag/%E5%8B%A4%E8%AA%A0(8210)" class="tagLink__link relative z-innerLink" title="前往「勤誠(8210)」標籤頁">勤誠(8210)</a></div><!--]--></div><div class="articleContent__textContent"><div><p><img alt="" height="405" src="https://image.cmoney.tw/official/assets/1751472000/c558bc5d-7e19-400f-826a-0e59ad7b3517.png" width="720"></p> <h2><font color='orange'>🔸</font><font color='#262626'><a href="https://www.cmoney.tw/forum/stock/8210?utm_source=cmnews&utm_medium=article_stocklink" target="_blank" title="勤誠(8210)">勤誠(8210)</a>股價上漲，ETF換股題材推升盤中表現</font></h2><p>勤誠今日盤中股價強勢反彈，最高來到934元，漲幅達4.83%。主因是<a href="https://www.cmoney.tw/forum/stock/00894?utm_source=cmnews&utm_medium=article_stocklink" target="_blank" title="中信小資高價30(00894)">中信小資高價30(00894)</a>ETF於11月換股，勤誠被納入成分股，市場資金追捧ETF題材，帶動短線買盤迴流。雖然近期法人與主力籌碼偏空，但ETF成分股調整效應明顯，成為今日股價上攻的主要推力。<br><br></p><h2><font color='orange'>🔸</font><font color='#262626'>技術面與籌碼面：短線反彈但賣壓未消，觀察量能與法人動向</font></h2><p>從昨日技術面來看，勤誠連續多日黑K，MACD、RSI及KD指標均顯示下行壓力，短線反彈但尚未扭轉弱勢。籌碼面部分，外資近三日雖有回補，但投信持續賣超，主力分點也連續五日偏空，顯示賣壓仍在。成交量雖活絡但偏空，建議投資人短線以觀望為主，留意法人買盤是否迴流。<a href="https://www.cmoney.tw/r/2/dyk7j1" target="_blank"><img src="https://image.cmoney.tw/official/assets/1755100800/e3822ea3-6528-4e6f-a1e4-fed64fd9bbe1.png" alt="點我下載籌碼K線"></a><br><br></p><h2><font color='orange'>🔸</font><font color='#262626'>公司業務：AI伺服器機殼龍頭，基本面穩健但評價偏高</font></h2><p>勤誠為臺灣伺服器機殼龍頭，受惠全球AI伺服器需求成長，近月營收年增率高達90.5%，基本面表現亮眼。不過券商多認為股價評價偏高，短線籌碼壓力未解，建議投資人留意ETF題材消化後的回檔風險。整體而言，長線產業趨勢正向，但短線操作宜保守。<br><br></p><h2><font color='orange'>🔸</font><font color='#262626'>想更快掌握大戶散戶即時籌碼變化？</font></h2><p>👉🏻下載【籌碼K線】，一圖秒懂現在誰在買！<br>追蹤法人、大戶、主力動向，全盤行情不漏接。</p><a href="https://www.cmoney.tw/r/2/rr58e7 " target="_blank">https://www.cmoney.tw/r/2/rr58e7 </a><p><a href="https://www.cmoney.tw/r/2/lng6s1" target="_blank"><img src="https://image.cmoney.tw/official/assets/1755100800/c4c71df9-bf62-45c8-b27b-39b9ef52348e.png"></a></p> </div></div><!--[--><p class="articleContent__subtitle"> 文章相關標籤</p><div class="articleContent__tagWrapper"><!--[--><div class="tagLink" title="「即時消息」標籤"><!--[--><!--]--><a href="/tag/%E5%8D%B3%E6%99%82%E6%B6%88%E6%81%AF" 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12/12",[],[],"https://image.cmoney.tw/attachment/blog/1765123200/cfb81177-a296-40f8-910d-229a0cfc20db.png",1765158042984,{"hasNextPage":76,"startCursor":77,"endCursor":78},true,"","ADIAEEKBaMzT0BHwt/qC8GrE1mAFZWR3aW4QQoFozNPQEfC3+oLwasTWYAgAAAAAAHidufB///8B8H///wE=",{"writer":80,"article":83,"isUnlockByPCoins":97},{"id":81,"name":82},10423823,"stock_notes",{"authorId":84,"title":85,"content":86,"seoDescription":87,"pricingModel":88,"privacyLevel":89,"previewImgUrl":90,"tags":91,"stockTags":93,"createAt":95,"updateAt":95,"status":96,"hasMask":97,"totalViews":98,"isAiGenerated":76,"articleId":99,"isArticleWriter":97,"canEditArticle":97,"canDeleteArticle":97},"cmoneyairesearcher","【11:45 即時新聞】勤誠(8210)盤中強彈逾4%，ETF換股題材點火，短線籌碼壓力未解，AI伺服器機殼龍頭受關注","\u003Cp>\u003Cimg alt=\"\" height=\"405\" src=\"https://image.cmoney.tw/official/assets/1751472000/c558bc5d-7e19-400f-826a-0e59ad7b3517.png\" width=\"720\">\u003C/p>\r\n\u003Ch2>\u003Cfont color='orange'>🔸\u003C/font>\u003Cfont color='#262626'>\u003Ca href=\"https://www.cmoney.tw/forum/stock/8210?utm_source=cmnews&utm_medium=article_stocklink\" target=\"_blank\" title=\"勤誠(8210)\">勤誠(8210)\u003C/a>股價上漲，ETF換股題材推升盤中表現\u003C/font>\u003C/h2>\u003Cp>勤誠今日盤中股價強勢反彈，最高來到934元，漲幅達4.83%。主因是\u003Ca href=\"https://www.cmoney.tw/forum/stock/00894?utm_source=cmnews&utm_medium=article_stocklink\" target=\"_blank\" title=\"中信小資高價30(00894)\">中信小資高價30(00894)\u003C/a>ETF於11月換股，勤誠被納入成分股，市場資金追捧ETF題材，帶動短線買盤迴流。雖然近期法人與主力籌碼偏空，但ETF成分股調整效應明顯，成為今日股價上攻的主要推力。\u003Cbr>\u003Cbr>\u003C/p>\u003Ch2>\u003Cfont color='orange'>🔸\u003C/font>\u003Cfont color='#262626'>技術面與籌碼面：短線反彈但賣壓未消，觀察量能與法人動向\u003C/font>\u003C/h2>\u003Cp>從昨日技術面來看，勤誠連續多日黑K，MACD、RSI及KD指標均顯示下行壓力，短線反彈但尚未扭轉弱勢。籌碼面部分，外資近三日雖有回補，但投信持續賣超，主力分點也連續五日偏空，顯示賣壓仍在。成交量雖活絡但偏空，建議投資人短線以觀望為主，留意法人買盤是否迴流。\u003Ca href=\"https://www.cmoney.tw/r/2/dyk7j1\" target=\"_blank\">\u003Cimg src=\"https://image.cmoney.tw/official/assets/1755100800/e3822ea3-6528-4e6f-a1e4-fed64fd9bbe1.png\" alt=\"點我下載籌碼K線\">\u003C/a>\u003Cbr>\u003Cbr>\u003C/p>\u003Ch2>\u003Cfont color='orange'>🔸\u003C/font>\u003Cfont color='#262626'>公司業務：AI伺服器機殼龍頭，基本面穩健但評價偏高\u003C/font>\u003C/h2>\u003Cp>勤誠為臺灣伺服器機殼龍頭，受惠全球AI伺服器需求成長，近月營收年增率高達90.5%，基本面表現亮眼。不過券商多認為股價評價偏高，短線籌碼壓力未解，建議投資人留意ETF題材消化後的回檔風險。整體而言，長線產業趨勢正向，但短線操作宜保守。\u003Cbr>\u003Cbr>\u003C/p>\u003Ch2>\u003Cfont color='orange'>🔸\u003C/font>\u003Cfont color='#262626'>想更快掌握大戶散戶即時籌碼變化？\u003C/font>\u003C/h2>\u003Cp>👉🏻下載【籌碼K線】，一圖秒懂現在誰在買！\u003Cbr>追蹤法人、大戶、主力動向，全盤行情不漏接。\u003C/p>\u003Ca href=\"https://www.cmoney.tw/r/2/rr58e7 \" target=\"_blank\">https://www.cmoney.tw/r/2/rr58e7 \u003C/a>\u003Cp>\u003Ca href=\"https://www.cmoney.tw/r/2/lng6s1\" target=\"_blank\">\u003Cimg src=\"https://image.cmoney.tw/official/assets/1755100800/c4c71df9-bf62-45c8-b27b-39b9ef52348e.png\">\u003C/a>\u003C/p>\r\n","勤誠(8210)盤中受ETF換股題材激勵強彈，AI伺服器機殼龍頭地位受關注，短線籌碼壓力未解，操作建議以觀望為主。","normal","public","https://image.cmoney.tw/official/assets/1751472000/c558bc5d-7e19-400f-826a-0e59ad7b3517.png",[92],"即時消息",[94],"勤誠(8210)",1765165517563,"published",false,16,"4ff25385-d3e8-11f0-8184-2978754c8c3c",{"authors":101},[102],{"authorId":84,"nickname":103,"description":104},"CMoney 研究員","CMoney 團隊透過 AI 結合股市，每日提供重點股票的新聞事件，期望讓投資人更有效率找到各種投資標的的投資事實。",{"author":106},{"nickname":103,"description":104},["Reactive",108],{},["Set"],["ShallowReactive",111],{"cDzmo97NxQ":112,"/api/Investment/api/Article/Recent/Summary? fetch=5":112,"K9yFD5wAaQ":112,"yJ0wSErikN":112,"useCreateNotesAuthor{\"authorIds\":[\"cmoneyairesearcher\"]}":112,"Q6RjSoqjIj":113},null,["NuxtError",114],{"message":115,"statusCode":116,"statusMessage":117},"[POST] \"/api/Investment/api/ArticlePocket/CheckUserPocket\": 403 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勤誠法說會亮點：第2季稅後純益8.29億元創新高，斥資12億元插旗美國德州量產廠

勤誠（8210）在最新的線上法說會中宣布，其第2季稅後純益達到8.29億元，較上一季成長24.3%，同比增長83%，創下單季新高紀錄。每股純益達到6.87元。同時，勤誠董事會決定投資12億元於美國德州建立量產廠，藉此進一步搶攻市場商機。這一系列的動作顯示出公司在全球市場的積極布局。 營收和毛利率的強勁表現 勤誠第2季營收達54.43億元，較上一季增長31%，同比增長50.9%。毛利率也提升至29.9%，較上一季增加1個百分點，年增4.6個百分點，創下22季以來的新高。累計上半年營收為95.97億元，年增50.4%，稅後純益達14.96億元，年增82.9%，每股純益12.4元，顯示出強勁的財務表現。 市場反應與未來展望 勤誠總經理暨執行長陳亞男指出，儘管新台幣匯率升值對公司造成影響，但AI伺服器需求的強勁增長推動了機殼和機構件的出貨動能，促使第2季業績達到新的高峰。展望未來，陳亞男表示，下半年業績有望超越上半年，預計公司將繳出更亮眼的成績。 全球布局計畫與產能擴張 勤誠正在積極推動全球布局計畫，強調供應鏈和研發在地化。公司已在中國大陸、台灣、馬來西亞和美國設廠，並計劃在美國德州新建量產廠，預計今年底前完成購地與選廠，明年開始動工，最快明年底或後年初可加入量產行列。此外，北美NCT廠預計今年下半年啟用，馬來西亞廠也在動工中，預計明年中完成，這些新設施將使勤誠的月產能增加8至10萬台。

【10:54 即時新聞】偉訓(3032)盤中強勢突破百元，AI伺服器機殼題材發酵、法人籌碼迴流，短線量能放大

偉訓(3032)今日盤中股價強勢上漲逾6%，一度衝破百元大關，受惠「AI伺服器機殼」新訂單與產能擴充題材發酵。公司近日宣布於越南設立新廠，積極佈局美系AI伺服器機櫃新品，市場對新訂單與產能擴充反應熱烈；同時，輝達RTX50系列顯示卡帶動電源升級需求，法人看好偉訓營運動能，推升短線買盤湧現。近期月營收年增率維持高檔，基本面為股價提供支撐。 技術面觀察，偉訓股價連日突破重要均線，量能明顯放大，MACD與週KD顯示短線偏多。不過，主力籌碼近五日仍呈現賣超、主力動向偏空；法人籌碼則見自營商回補、外資賣壓減緩，官股小幅加碼，顯示部分法人資金迴流。短線關注百元整數關卡能否站穩，若量能續強且主力回補，後續不排除挑戰新高。 基本面與產業面上，偉訓主力業務為電源供應器與電腦機殼，近年積極切入AI伺服器機櫃與高階電源產品。受惠AI題材與新顯卡帶動，高階電源與AI伺服器新品出貨動能被市場期待。中短線建議持續留意：百元關卡攻防、主力與法人的籌碼變化；中長線則關注越南新廠產能開出節奏與AI伺服器新品出貨進度。 工具提示：若想更快掌握大戶、散戶與法人即時籌碼變化，可利用籌碼追蹤工具，快速判讀量價與籌碼轉折，避免錯過關鍵時點。