{"id":"n_2cecorsm5gfy5qyp7mpq","seq":9804479,"kind":"article","title":"〈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","url":"https://news.cnyes.com/news/id/6658658","summary":"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%。","published":"2026-11-11T09:47:44Z","seen":"2026-11-11T10:24:21Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["台股新聞"],"authors":["鉅亨網記者劉玟妤 台北"],"image":"https://cimg.cnyes.cool/prod/news/6658658/m/229a9d87c3059be002c85a7c35209d21.jpg","story":"st_l7bg7bob5ign5hhkccga","category":"economy-business","category_p":0.79,"sentiment":"positive","tone":0.38,"political":0.1}