{"schema":"hottub-news/story/v1","story":"st_fvyoulgwxbgzp225tbha","title":"ASIC爆發+液冷量產！「這大廠」8月營收飆1443億 目標價喊上2470元","title_en":"ASIC breaks out with mass production of + liquid cooling! 'This big company' August revenue soars to 144.3 billion, target price calls up to 2470 yuan","outlets":1,"brief":null,"page":"https://hottub.news/stories/asic-breaks-out-with-mass-production-of-liquid-cooling-this-big-company-fvyoulgwxb","count":1,"items":[{"id":"n_fvyoulgwxbgzp225tbha","seq":289596,"kind":"article","title":"ASIC爆發+液冷量產！「這大廠」8月營收飆1443億 目標價喊上2470元","title_en":"ASIC breaks out with mass production of + liquid cooling! 'This big company' August revenue soars to 144.3 billion, target price calls up to 2470 yuan","url":"https://tw.news.yahoo.com/asic%E7%88%86%E7%99%BC-%E6%B6%B2%E5%86%B7%E9%87%8F%E7%94%A2-%E9%80%99%E5%A4%A7%E5%BB%A0-8%E6%9C%88%E7%87%9F%E6%94%B6%E9%A3%861443%E5%84%84-%E7%9B%AE%E6%A8%99%E5%83%B9%E5%96%8A%E4%B8%8A2470%E5%85%83-180500145.html","summary":"伺服器大廠緯穎（6669）受惠全球CSP客戶對通用伺服器需求熱絡，加上新款ASIC AI伺服器出貨動能強勁，8月合併營收達1443.11億元，年增逾五成。儘管外資預估緯穎將面臨產品組合轉換及毛利率短期波動，但看好液冷ASIC伺服器量產與Helios機架專案帶動，預期AI業務動能將延續至2027年。外資考量公司完成「1拆3」除權作業，重申買進評等，目標價維持2470元。法人分析，隨著AI產品線放量出貨，緯穎營收成長潛力可期，預估2027年營收規模將顯著攀升，展現強勁的營運韌性與長線成長空間。","published":"2026-09-27T18:05:00Z","seen":"2026-09-27T18:59:59Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q297730","name":"ASIC","type":"org"}],"story":"st_fvyoulgwxbgzp225tbha","category":"economy-business","category_p":0.9800000190734863,"sentiment":"positive","tone":0.550000011920929,"political":0.0}]}