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"content": "<p>台厂光通讯供应链受惠于AI资料中心光模组市场爆发，下半年订单持续增温，近期公告数据中，包括光圣(6442-TW)、前鼎(4908-TW)2家光通讯厂受惠业绩亮眼，光圣昨(9)日公告8月营收，不仅年月双增，更缴出单月历史次高佳绩，前鼎则自结7月获利年增140％，激励今(10)日股价双双开高走高，盘中价量齐扬攻上半根涨停板。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6602775/l/5d2e1e783abcc77f9674233dadcb9c28.jpg\" alt=\"〈焦点股〉业绩亮眼推升股价上扬 光圣、前鼎逆风强涨半根停板\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>光圣公布8月营收达16.28亿元，月增32.44％、年增152.24％，创公司历史次高纪录，今(2026)年1-8月累计合并营收达92.44亿元，年增42.6％。</p>\n\n<p>法人表示，光圣8月营收主要受光通讯市场持续强劲增加影响，今年持续受惠于美系市场大户需求仍非常强劲，随着AI应用推升光传输规格下，高传输光纤产品需求及出货比重同步提升下，也持续挹注营运成长，除AI资料中心外，光圣也持续拓展RF及高频连接器应用产品。</p>\n\n<p>前鼎则自结今年7月单月获利2,400万元、年增140%、EPS为0.31元，前7月合并营收6.19亿元、年增达28.19%，前鼎上半年税后纯益1.11亿元、年增59.57%，EPS为1.42元，高于去年同期的0.89元。</p>\n\n<p>前鼎则持续布局AI高速光通讯应用，公司指出，随着CW雷射Chip on Carrier(CoC)产线在第3季底完成建置，也同步推进CPO 相关持续产品开发，随着辉达(NVDA-US)采用CPO技术的矽光交换器正式迈入量产，将带动光纤与关键零组件需求大爆发。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10400.html\" title=\"营收速报 - 瑞轩(2489)7月营收26.91亿元年增率高达32.24％\">营收速报 - 瑞轩(2489)7月营收26.91亿元年增率高达32.24％</a></li>\n <li><a href=\"/new/tw/article-21285.html\" title=\"巨亨速报 - Factset 最新调查：美利达(9914-TW)EPS预估下修至4.69元，预估目标价为94元\">巨亨速报 - Factset 最新调查：美利达(9914-TW)EPS预估下修至4.69元，预估目标价为94元</a></li>\n <li><a href=\"/new/tw/article-21102.html\" title=\"联茂中长期扩产脚步不停歇 高阶产品产能持续提升\">联茂中长期扩产脚步不停歇 高阶产品产能持续提升</a></li>\n <li><a href=\"/new/tw/article-10698.html\" title=\"集保e手掌握App用户数突破800万户 落实信任金融\">集保e手掌握App用户数突破800万户 落实信任金融</a></li>\n <li><a href=\"/new/tw/article-21613.html\" title=\"〈台经院看景气〉9月制造业营业气候续创4年高 惟对未来半年趋保守\">〈台经院看景气〉9月制造业营业气候续创4年高 惟对未来半年趋保守</a></li>\n <li><a href=\"/new/tw/article-9852.html\" title=\"巨亨速报 - Factset 最新调查：研华(2395-TW)目标价调升至550元，幅度约3.77%\">巨亨速报 - Factset 最新调查：研华(2395-TW)目标价调升至550元，幅度约3.77%</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-10T04:31:01.000Z",
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