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〈廣達法說〉明年AI伺服器營收年增高雙位數 整體伺服器營收占比上看9成

廣達稱AI需求強勁，明年AI伺服器營收可年增高雙位數，伺服器營收比重上看85%至90%。 財務長指CSP客戶未下修資本支出，AI訂單無變化；市場對資料中心管制與現金流疑慮未影響訂單。 今年AI伺服器營收占比估60%至65%，明年出貨高峰在Q1；筆電全年出貨估年減15%至20%。

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  • 鉅亨網記者劉玟妤 台北Reporter, news.cnyes.com
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