優分析 Uanalyze
優分析優分析UAnalyze ｜在投資世界中，資訊即是力量。 優分析致力於為投資人提供從公司全方位數據到市場趨勢，從財務指標到競爭分析，無所不有，讓你隨時掌握市場最新動態。 優分析產業資料庫：pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower 合作與贊助邀約，請來信至：pr@uanalyze.com.tw -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 116 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
信驊(5274)攻漲停至 7,315 元，刷新台股歷史、成為首檔站上7字頭的股王。外資近期連續調升目標價、最高喊到 8,250 元，看好毛利改善、AI與雲端伺服器需求強勁、企業 IT 支出回升，市場熱度勝過 AI 剛起飛時。不過回到數字，信驊月營收YoY卻一路下滑，原因何在？
透過營收（需求）＋存貨（供給）的交叉觀察，我們能看見：
🔹存銷比創歷史低點 → 客戶拉貨強、庫存消化快
🔹在製品一路下降 → 不是需求疲弱，是 上游 BT 載板與材料供應吃緊
🔹缺料解決後的拉貨潮，將是... more
👉 被動元件產業正在從 去庫存期 → 高階需求驅動期
AI修正之後，市場資金正在尋找下一波成長主流，而從代理商 蜜望實(8043) 的營運數據中，已經看到 高階 MLCC 商機確實落地：
2025 Q3積極備貨、10月營收年增59%、月增37%，庫存仍低於2022高峰16%，但營收已接近歷史頂點，顯示 價量齊升 正在發生。
上游大廠 太陽誘電(6976-JP)同步上調財測、營業利益上修+12.5%，代表高階 MLCC 需求全面升溫。AI伺服器 MLCC 用量為傳統伺服器 10–20倍... more
NVIDIA（輝達）公布 2026 會計年度第三季財報，營收高達 570 億美元，年增 62%，遠超市場預期！黃仁勳更回應「永動機」疑慮，解釋 AI 基礎建設成本由客戶自行安排。
資料中心業務再創歷史新高，營收 510 億美元，成為整體業績核心動力。CFO Colette Kress 表示，GB300、Blackwell、NVLink 與 Spectrum-X 等產品推升成長，即便排除中國市場，第四季營收指引仍高於市場 30 億美元。
面對記憶體價格上升與供應鏈成本增加，NVIDIA 仍將毛... more
國汽車製造巨頭通用汽車General Motors(GM-US)，已通知數千家供應商，要求他們逐步終止與中國的零組件採購關係，並在2027年前完成退出中國供應鏈的計畫。這項措施反映出美中地緣政治緊張與貿易不確定性，正迫使汽車產業加速供應鏈重組。
從稀土金屬到車用電子，GM全面啟動去中國化計畫，將優先採購北美或盟友國家的零組件。
本集帶你拆解：
🔹GM要求供應商「去中國化」 2027年前完成轉移
🔹地緣風險加劇 汽車業加速供應鏈重組
🔹離開中國的挑戰：高成本與長週期
�... more
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Apple Podcasts | #82 |  Taiwan/Business |
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優分析 Uanalyze launched a year ago and published 116 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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