{"schema":"hottub-news/story/v1","story":"st_l7bg7bob5ign5hhkccga","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","title_en":"AMD expects strong performance next year with server revenue accounting for 90 percent","outlets":4,"brief":null,"page":"https://hottub.news/stories/story-l7bg7bob5i","count":5,"items":[{"id":"n_p42elvogo2qqqhcmfk2a","seq":10071706,"kind":"article","title":"廣達前三季大賺逾兩股本 明年伺服器業務可望雙位數成長","url":"https://tw.news.yahoo.com/%E5%BB%A3%E9%81%94%E5%89%8D%E4%B8%89%E5%AD%A3%E5%A4%A7%E8%B3%BA%E9%80%BE%E5%85%A9%E8%82%A1%E6%9C%AC-%E6%98%8E%E5%B9%B4%E4%BC%BA%E6%9C%8D%E5%99%A8%E6%A5%AD%E5%8B%99%E5%8F%AF%E6%9C%9B%E9%9B%99%E4%BD%8D%E6%95%B8%E6%88%90%E9%95%B7-224108751.html","summary":"廣達昨（11）日公布前三季稅後純益782.66億元，每股稅後純益（EPS）20.03元，超越歷年全年紀錄。公司看好AI需求續強，今年AI伺服器業務可望超越原訂倍數成長目標，明年整體伺服器業務維持雙位數成長，營收占比挑戰九成，帶動全年營運再攀高。","published":"2026-11-11T22:41:08Z","seen":"2026-11-11T23:23:00Z","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","story":"st_l7bg7bob5ign5hhkccga","category":"economy-business","category_p":0.9700000286102295,"sentiment":"positive","tone":0.6600000262260437,"political":0.019999999552965164},{"id":"n_oqyrs7yi7hkv4pfp3nwa","seq":10034807,"kind":"article","title":"廣達預估旺到明年 伺服器營收占比衝9成","title_en":"AMD expects strong performance next year with server revenue accounting for 90 percent","url":"https://ec.ltn.com.tw/article/paper/1778179","summary":"〔記者方韋傑／台北報導〕AI伺服器代工大廠廣達（2382）看旺明年營運，預估伺服器業務占整體營收比重將攀升至85%至90%，其中AI伺服器占伺服器營收比重可望突破8成。針對美國選後資料中心建設政策變化，以及市場擔憂雲端服務供應商縮減資本支出，廣達表示，目前未見客戶調整訂單，AI需求依然強勁。 前3…","published":"2026-11-11T21:30:00Z","seen":"2026-11-11T21:38:02Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q128896","name":"AMD","type":"org"}],"story":"st_l7bg7bob5ign5hhkccga","category":"economy-business","category_p":0.9300000071525574,"sentiment":"positive","tone":0.4699999988079071,"political":0.03999999910593033},{"id":"n_znqkdpe6eutmtkloctkq","seq":9867091,"kind":"article","title":"廣達前三季大賺逾兩股本，明年伺服器占比衝九成，AI續增高雙位數","url":"https://tw.stock.yahoo.com/news/%E5%BB%A3%E9%81%94%E5%89%8D%E4%B8%89%E5%AD%A3%E5%A4%A7%E8%B3%BA%E9%80%BE%E5%85%A9%E8%82%A1%E6%9C%AC-%E6%98%8E%E5%B9%B4%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%8D%A0%E6%AF%94%E8%A1%9D%E4%B9%9D%E6%88%90-ai%E7%BA%8C%E5%A2%9E%E9%AB%98%E9%9B%99%E4%BD%8D%E6%95%B8-124732699.html","summary":"【財訊快報／記者王宜弘報導】AI伺服器龍頭廣達(2382)週三(11日)法說會，公布第三季財報與釋出後市展望，受惠AI伺服器強勁拉貨，廣達第三季合併營收1.12兆元，季增7.6%，年增125.2%，再創歷史新高，稅後淨利284.2億元，年增73%，EPS 7.08元。累計今年前三季營收2.96兆元，年增近一倍，稅後淨利782.7億元，EPS 20.03元，賺逾兩股本。針對市場關注的獲利率變化，廣達第三季毛利率為4.15%，營業利益率2.9%，較上季略微下滑。管理層表示，主因為高單價AI機櫃出貨比重擴大，以及客戶指定關鍵零組件金額佔比拉高所致，預期第四季毛利率將較第三季略降，營業利益率則...","published":"2026-11-11T12:47:32Z","seen":"2026-11-11T13:38:00Z","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","story":"st_l7bg7bob5ign5hhkccga","category":"economy-business","category_p":0.8100000023841858,"sentiment":"positive","tone":0.6700000166893005,"political":0.019999999552965164},{"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":0.7900000214576721,"sentiment":"positive","tone":0.3799999952316284,"political":0.10000000149011612},{"id":"n_l7bg7bob5ign5hhkccga","seq":9784598,"kind":"article","title":"廣達明年伺服器貢獻上看9成 美AI客戶無調整訂單","url":"https://ec.ltn.com.tw/article/breakingnews/5637311","summary":"AI伺服器代工大廠廣達（2382）看旺明年營運展望，預估2027年伺服器業務占整體營收比重將攀升至85%至90%，其中AI伺服器占伺服器營收比重可望突破八成。針對美國選後...…","published":"2026-11-11T09:10:51Z","seen":"2026-11-11T09:24:00Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-3ff025","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-3ff025","mentions":3,"story":"st_l7bg7bob5ign5hhkccga","category":"economy-business","category_p":0.7799999713897705,"sentiment":"neutral","tone":0.30000001192092896,"political":0.20000000298023224}]}