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"description": "全球 AI 资料中心建置与低轨卫星商传双双加速,两大科技基建巨浪正面袭来!随着 800G 交换器需求喷发与太空宽频用户激增,网通及光通讯产业迎来长线结构性大暴发,在美系大厂资本支出强劲带动下,台系硬体大厂 5 月营收普遍优于预期、集体飙上历史新高,下半年更有高阶制程接棒出货,全面引爆科技升级的拉货狂潮! 〈频宽升级引爆拉货,交换器与光通讯冲锋〉 AI 算力扩张使资料中心网路架构快速升级,智邦 (2345-TW) 在 800G 交换器与 AI 加速器出货带动下,5 月营收年增高达 56.58%,更",
"img": "https://cimg.cnyes.cool/prod/news/6505373/l/a372d8eb65a08e450f8d7023254f07d6.jpg",
"content": "<p>全球 AI 资料中心建置与低轨卫星商传双双加速,两大科技基建巨浪正面袭来!随着 800G 交换器需求喷发与太空宽频用户激增,网通及光通讯产业迎来长线结构性大暴发,在美系大厂资本支出强劲带动下,台系硬体大厂 5 月营收普遍优于预期、集体飙上历史新高,下半年更有高阶制程接棒出货,全面引爆科技升级的拉货狂潮!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6505373/l/a372d8eb65a08e450f8d7023254f07d6.jpg\" alt=\"AI与低轨卫星双引擎引爆!网通与光通讯营收飙历史新高\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p><em><strong>〈频宽升级引爆拉货,交换器与光通讯冲锋〉</strong></em></p>\n\n<p>AI 算力扩张使资料中心网路架构快速升级,智邦 (2345-TW) 在 800G 交换器与 AI 加速器出货带动下,5 月营收年增高达 56.58%,更高阶的 1.6T 交换器有望于下半年接棒出货。光通讯方面,联亚 (3081-TW) 矽光产品出货量大增,营收年增达 118.84%。尽管市场担忧 CPO 递延,但联亚 (3081-TW) 与光圣 (6442-TW) 等主力厂,受惠美系客户资本支出增加,营运丝毫不受影响并屡创新高。</p>\n\n<p><em><strong>〈低轨卫星用户激增,网通大厂获利跃升〉</strong></em></p>\n\n<p>太空宽频领域用户数强劲增长成为网通厂重要动能,启碁 (6285-TW) 受惠低轨卫星用户增加及记忆体成本转嫁,前 5 月营收年增 11.6%,下半年企业端 800G 产品出货将进一步挹注毛利;中磊 (5388-TW) 亦受惠需求回温与单价提升,5 月营收年增近 70%,回归强劲成长轨道;此外,微波元件厂升达科 (3491-TW) 虽短期受客户产品改版影响出货,但获得补偿费确保获利无虞,后续重启拉货动能依然稳健。</p>\n\n<p><em><strong>〈</strong><strong>免费下载【陈智霖分析师 APP</strong><strong>】,掌握第一手盘势资讯与信用筹码名单</strong><strong>〉</strong></em></p>\n\n<p>APP 选股会员每月仅限额招收,名额有限,每周都会提供最新「信用筹码疑虑名单」,邀请您点选连结下载【陈智霖分析师 APP】:<a href=\"https://lihi.cc/zwrii\">https://lihi.cc/zwrii</a></p>\n\n<figure><img data-height=\"189\" data-mime=\"image/jpeg\" data-ratio=\"4.021164021164021\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6505373/m/632bd84e110931cb61ead10e0b2ed608.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6505373/l/632bd84e110931cb61ead10e0b2ed608.jpg\" srcset=\"https://cimg.cnyes.cool/prod/news/6505373/l/632bd84e110931cb61ead10e0b2ed608.jpg 1x,https://cimg.cnyes.cool/prod/news/6505373/xl/632bd84e110931cb61ead10e0b2ed608.jpg 2x,https://cimg.cnyes.cool/prod/news/6505373/xxl/632bd84e110931cb61ead10e0b2ed608.jpg 3x\"></figure>\n\n<p><em><strong>〈双引擎带动结构性成长,卡位趋势龙头〉</strong></em></p>\n\n<p>网通与光通讯产业在 AI 基础设施与太空宽频双轨推升下,处于长线结构性成长轨道,光通讯大厂联亚 (3081-TW) 预期 2026 年出货量将呈倍数成长,而提供卫星间光学传输元件的莱德光电 - KY(7717-TW)亦将随发射量增加而受惠,考量指标厂智邦 (2345-TW)、启碁(6285-TW)、中磊(5388-TW) 及升达科 (3491-TW) 的营运展望皆高度乐观,且订单能见度极佳,可锁定具备高阶交换器与低轨卫星题材的产业龙头,享有科技基建升级红利。邀请投资人下载<a href=\"https://news.cnyes.com/tag/%E9%99%B3%E6%99%BA%E9%9C%96\">智霖老师</a>的 APP 并锁定直播,一起掌握产业脉动!</p>\n\n<p>最新影音 (请点影音上方标题至 Youtube 收视品质会更佳 - TW)<br>\n </p>\n\n<div class=\"youtube-embed-wrapper\" style=\"position:relative;padding-bottom:56.25%;padding-top:30px;height:0;overflow:hidden;\"><iframe allowfullscreen=\"\" frameborder=\"0\" height=\"360\" src=\"//www.youtube.com/embed/P8YGN49KOyc\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p><strong>〈</strong><strong>立即填表体验咨询陈智霖分析师会员服务</strong><strong>〉</strong></p>\n\n<p>忠实粉丝请先完成填表申请,体验每周精选操作名单、盘中到价盘中通知与即时策略更新,面对震荡行情,理性分析与数据判断是关键,立即填表跟上专业:<a href=\"https://lihi.cc/RFzlE\">https://lihi.cc/RFzlE</a></p>\n\n<p>钱进热线 02-2653-8299,立即迈向系统依据的股票操作。</p>\n\n<p>文章来源:陈智霖分析师 / 凯旭投顾</p>\n\n<p class=\"warning\">本公司所推荐分析之个别有价证券<br>\n无不当之财务利益关系 以往之绩效不保证未来获利<br>\n投资人应独立判断 审慎评估并自负投资风险</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-14913.html\" title=\"健鼎与金像电8月营收双创百亿元新高 2026年有望晋身千亿元大户\">健鼎与金像电8月营收双创百亿元新高 2026年有望晋身千亿元大户</a></li>\n <li><a href=\"/new/tw/article-15749.html\" title=\"高盘震荡主动选股抢胜!00404A预估配息0.36元 明天买进抢「卡位」末班车\">高盘震荡主动选股抢胜!00404A预估配息0.36元 明天买进抢「卡位」末班车</a></li>\n <li><a href=\"/new/tw/article-14620.html\" title=\"中联油品事件再掀波 泰山今提告中联、福寿、福懋及南侨求偿10亿元\">中联油品事件再掀波 泰山今提告中联、福寿、福懋及南侨求偿10亿元</a></li>\n <li><a href=\"/new/tw/article-1164.html\" title=\"致伸携手联发科深化Edge AI 战略合作 共同推进智慧机器人商业落地\">致伸携手联发科深化Edge AI 战略合作 共同推进智慧机器人商业落地</a></li>\n <li><a href=\"/new/tw/article-15268.html\" title=\"营收速报 - 太极(4934)8月营收2,397万元年增率高达192.98%\">营收速报 - 太极(4934)8月营收2,397万元年增率高达192.98%</a></li>\n <li><a href=\"/new/tw/article-183.html\" title=\"营收速报 - 第一金(2892)4月营收73.22亿元年增率高达41.98%\">营收速报 - 第一金(2892)4月营收73.22亿元年增率高达41.98%</a></li>\n </ul>\n</div>",
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