天天财经

〈焦点股〉辉达财报公布倒数、除权行情抢先发酵 纬颖冲6925元闯历史新天价

2026-08-26 12:43:38 网络 阅读(1)

辉达(NVDA-US)将于周三(26日)美股盘后公告财报,财报出炉前辉达股价稳健,释出正面讯号,激励台厂AI供应链之一的纬颖(6669-TW)股价,加上除权行情抢先发酵,带动纬颖今(26)日涨逾半根停板,并冲上6925元创历史新天价。

〈焦点股〉辉达财报公布倒数、除权行情抢先发酵 纬颖冲6925元闯历史新天价

纬颖今天早盘以6325元开低,盘中翻红上攻,最高冲上6925元,再创历史新天价,截至午盘,股价暂报6890元,仍大涨逾半根停板,排名千金股第3名,成交量则超过1000张。

纬颖受惠部分专案改采Consignment,加上NRE贡献,带动第二季毛利率提升至9.3%。此外,在通用型伺服器及ASIC产品放量推升下,上半年税后纯益达290.84亿元,年增32.7%,每股纯益达156.38元,转逾15个股本。

法人指出,第三季AWS Trainium3出货逐步增温,预期将带动纬颖第三季营收季增双位数。随着AWS近期上修Trainium3水冷机柜出货量,水冷机柜出货将主要落在明年,看好纬颖明年营收有望年增近1倍,EPS也有机会赚逾60个股本。

另外,纬颖将于9月2日进行除权交易,每股配发19.84元股票股利,每1股可配到1.984股的新股,除权后则会变成2.984股,相当于持有1张,除权后将接近3张。

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      "shortTitle": "营邦聚焦AI基建三大动能 看好今年成长双位数",
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