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"content": "<p>台股今(19)日受美股费半重挫影响，权值股走势疲弱，一度向下狂杀逾900点，光通讯股在近期矽光子族群剧烈震荡后，光通讯龙头股联亚(3081-TW)、光环(3234-TW)、统新(6426-TW)盘中由黑翻红，联亚更一度涨逾2.95%、光环涨2.5%。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6633333/l/2d15939683ac2697c2ede7ff1d97bf52.jpg\" alt=\"〈焦点股〉光通讯AIDC需求强劲 联亚、光环逆势黑翻红\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>随着AIDC(AI资料中心)受惠高速传输升级潮，也让光通讯族群9月营收亮眼。</p>\n\n<p>光通讯厂中联亚9月营收5.4亿元，月增4％、年增190％，创单月历史新高，第3季营收达成率109％，公司已与美国客户签订4年长约，并透过日、美供应商长约确保磷化铟(InP)基板供货无虞。</p>\n\n<p>光环9月营收1.21亿元、年增140.31%；第3季营收3.26亿元，季增65.98%、年增115.95%，主要受惠CW Laser代工及磷化铟(InP)后段制程订单增加。</p>\n\n<p>滤光片厂统新则受惠AIDC中的互连(Scale-across)需求维持强劲，带动统新成长动能延续，9月营收年增53%。</p>\n\n<p>法人表示，随着800G、1.6T渗透率提高，以及矽光子、CPO等新架构逐步发展，光晶片、FAU及高速光模组等供应链需求强劲，可望持续受惠AI高速互连升级的向上趋势。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-16889.html\" title=\"星空联盟巴黎戴高乐机场贵宾室 获评为全球最佳\">星空联盟巴黎戴高乐机场贵宾室 获评为全球最佳</a></li>\n <li><a href=\"/new/tw/article-1615.html\" title=\"巨亨速报 - Factset 最新调查：稳懋(3105-TW)EPS预估上修至6.79元，预估目标价为562.5元\">巨亨速报 - Factset 最新调查：稳懋(3105-TW)EPS预估上修至6.79元，预估目标价为562.5元</a></li>\n <li><a href=\"/new/tw/article-6532.html\" title=\"〈焦点股〉冠星-KY展望乐观 一度攻涨停创25个月新高\">〈焦点股〉冠星-KY展望乐观 一度攻涨停创25个月新高</a></li>\n <li><a href=\"/new/tw/article-9572.html\" title=\"机场服务费9/1起调涨为750元 支应机场建设2028将再调涨为1000元\">机场服务费9/1起调涨为750元 支应机场建设2028将再调涨为1000元</a></li>\n <li><a href=\"/new/tw/article-10922.html\" title=\"〈焦点股〉兴勤Q2获利倍增赚逾半股本 站回月线触涨停\">〈焦点股〉兴勤Q2获利倍增赚逾半股本 站回月线触涨停</a></li>\n <li><a href=\"/new/tw/article-11209.html\" title=\"四子公司齐发力！华南金前7月获利突破200亿元大关年增37.54%创同期新高\">四子公司齐发力！华南金前7月获利突破200亿元大关年增37.54%创同期新高</a></li>\n </ul>\n</div>",
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"createdAt": "2026-10-19T06:30:22.000Z",
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