{"schema":"hottub-news/story/v1","story":"st_lqymkvvcsks537d3tykq","title":"AI讓成熟製程變身！「這大廠」明年EPS喊上9元 法人目標價破180元","title_en":null,"outlets":1,"brief":null,"page":"https://hottub.news/stories/ai-high-speed-transmission-demand-explodes-this-major-company-eps-next-lqymkvvcsk","count":2,"items":[{"id":"n_dhvglneht25nqstxdhca","seq":757100,"kind":"article","title":"AI讓成熟製程變身！「這大廠」明年EPS喊上9元 法人目標價破180元","url":"https://tw.news.yahoo.com/ai%E8%AE%93%E6%88%90%E7%86%9F%E8%A3%BD%E7%A8%8B%E8%AE%8A%E8%BA%AB-%E9%80%99%E5%A4%A7%E5%BB%A0-%E6%98%8E%E5%B9%B4eps%E5%96%8A%E4%B8%8A9%E5%85%83-%E6%B3%95%E4%BA%BA%E7%9B%AE%E6%A8%99%E5%83%B9%E7%A0%B4180%E5%85%83-183800912.html","summary":"本土投顧指出，通訊與消費性電子需求全面回溫，AI帶動相關應用需求升溫，聯電（2303）營運動能轉強。加上22/28奈米特殊製程、矽中介層及高通DTC量產等業務推進，預估2027年EPS達9.20元，給予「強力買進」評等，建議本益比操作空間14-20倍，目標價185元。","published":"2026-09-29T18:38:00Z","seen":"2026-09-29T19:54:05Z","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_lqymkvvcsks537d3tykq","category":"economy-business","category_p":0.8100000023841858,"sentiment":"positive","tone":0.6299999952316284,"political":0.009999999776482582},{"id":"n_lqymkvvcsks537d3tykq","seq":310746,"kind":"article","title":"AI高速傳輸需求爆發！「這大廠」EPS明年挑戰8.3元 法人曝目標價600元","title_en":"AI high-speed transmission demand explodes! 'This major company' EPS next year challenges 8.3 yuan, legal entity reveals target price 600 yuan","url":"https://tw.news.yahoo.com/ai%E9%AB%98%E9%80%9F%E5%82%B3%E8%BC%B8%E9%9C%80%E6%B1%82%E7%88%86%E7%99%BC-%E9%80%99%E5%A4%A7%E5%BB%A0-eps%E6%98%8E%E5%B9%B4%E6%8C%91%E6%88%B08-3%E5%85%83-%E6%B3%95%E4%BA%BA%E6%9B%9D%E7%9B%AE%E6%A8%99%E5%83%B9600%E5%85%83-220000848.html","summary":"光通訊磊晶廠全新（2455）成為法人鎖定焦點，AI資料中心高速傳輸需求持續升溫。本土投顧最新報告看好光電子業務即將超越微電子，加上800G、1.6T及CW Laser等新產品放量，給予「買進」評等、目標價600元，並預估2027年EPS將衝上8.33元，投資建議本益比62-72倍區間操作。","published":"2026-09-27T22:00:00Z","seen":"2026-09-27T23:05:18Z","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":"Q169930","name":"extended play","type":"other"}],"story":"st_lqymkvvcsks537d3tykq","category":"economy-business","category_p":0.800000011920929,"sentiment":"positive","tone":0.3700000047683716,"political":0.019999999552965164}]}