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"content": "<p>2026 台湾周今(3)日盛大开幕，面对近期市场波动与股价震荡，联发科技(2454-TW)副董事长暨执行长蔡力行在演讲时大方展现对公司长远发展的信心。他不仅幽默笑称「希望今天股价会好一点」，更罕见公开喊话「请大家多买联发科股票」，强调抱紧联发科必能迎来丰厚回报。演讲中，蔡力行剖析联发科从消费性电子起家、历经行动通讯时代，再到如今全力布局 AI 与运算领域的成长历程，并指出 2026 年营收可望突破 210 亿美元，创下历史新高。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6644849/l/6b772b5a73c7c218c5279e764d66b07b.jpg\" alt=\"联发科今年营收将冲破210亿美元 蔡力行信心喊话「请大家多买我们家股票」\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>蔡力行指出，联发科自 1997 年成立、2001 年上市以来，已迈入第 29 个年头。公司早期以 DVD 播放器、电视等消费性电子晶片为主；随后搭上 2007 年起的智慧型手机浪潮，实现长达十余年的高速成长。</p>\n\n<p>面对产业转型，联发科自 2023 至 2024 年起加速多元化布局，全面跨足运算、车用及 AI 资料中心领域。蔡力行表示，根据上周法说会公布的财测，联发科 2026 年全年营收将突破 210 亿美元大关，刷新历史新高纪录。</p>\n\n<p>蔡力行强调，AI 算力需求相当强劲，传统算力需求约每 18 至 24 个月翻倍，但自 2022 年 ChatGPT 问世以来，算力需求已演变为每 4 至 5 个月即翻倍一次。面对全球四大云端服务巨头(Amazon、Google、Microsoft、Meta)资本支出将由今年的 7,300 亿美元攀升至明年的 1.1 兆美元，半导体产业已处于这股 AI 海啸的核心，而联发科正站稳浪头。</p>\n\n<p>蔡力行透露，联发科约二至三个月前完成一笔 39 亿美元的海外可转换公司债(CB)发行，创下台湾企业纪录。其中，NVIDIA 直投高达 35 亿美元，创下其在美国本土之外的最大笔直接投资，Alphabet 亦为主要投资人之一。蔡力行指出，这不仅代表资金注入，更是国际顶尖 AI 巨头用「真金白银」对联发科技术实力与战略方向投下的信任票。</p>\n\n<p>针对近期股价震荡，蔡力行表示，公司市值已从上市时的 20 亿美元成长至约 2,000 亿美元，居全台第二大企业，约占台股总市值 4% 至 5%。他坦言产业发展难免经历颠簸，但凭借强大的运算基础与客户信任，公司长期成长趋势坚定向上。</p>\n\n<p>回顾过去 25 年，联发科长期发放现金股利，累计派发超过 270 亿美元，股东总报酬率高达 16290%，年均复合成长率约 22%。蔡力行也在现场呼吁投资人给予耐心，公开喊话「请大家多买我们的股票！」</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-14157.html\" title=\"晶技8月营收14.15亿元创同期新高 年增23.48%\">晶技8月营收14.15亿元创同期新高 年增23.48%</a></li>\n <li><a href=\"/new/tw/article-7109.html\" title=\"盘中速报 - 柜买市场加权指数下跌-26.19点至380.82点，跌幅6.43%\">盘中速报 - 柜买市场加权指数下跌-26.19点至380.82点，跌幅6.43%</a></li>\n <li><a href=\"/new/tw/article-14422.html\" title=\"汉翔抢下庞巴迪20年大单 龚明鑫直击：台湾跃升全球中大型民航机制造强国\">汉翔抢下庞巴迪20年大单 龚明鑫直击：台湾跃升全球中大型民航机制造强国</a></li>\n <li><a href=\"/new/tw/article-21213.html\" title=\"盘中速报 - 柜买市场加权指数上涨9.84点至397.72点，涨幅2.54%\">盘中速报 - 柜买市场加权指数上涨9.84点至397.72点，涨幅2.54%</a></li>\n <li><a href=\"/new/tw/article-17105.html\" title=\"嘉晶(3016)「8吋矽磊晶+矽光子」抢下AI电源定价权，这波飙涨行情是真是假？\">嘉晶(3016)「8吋矽磊晶+矽光子」抢下AI电源定价权，这波飙涨行情是真是假？</a></li>\n <li><a href=\"/new/tw/article-2732.html\" title=\"巨亨速报 - Factset 最新调查：颀邦(6147-TW)目标价调升至217.5元，幅度约3.57%\">巨亨速报 - Factset 最新调查：颀邦(6147-TW)目标价调升至217.5元，幅度约3.57%</a></li>\n </ul>\n</div>",
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